Data transfer and synchronization system

ABSTRACT

A system in a processing device having at least one application including application data in a format in an application data store. The system includes: a system data store associated with the processing device including a representation of a previous state of application data in the application data store; a difference engine generating difference information associated with a change to said application data store; and an application interface, interpreting application data for the difference engine. The difference engine may further comprise a delta engine comparing the change to said application data store to said system data store to construct difference information. In a further aspect, a method for updating data files in a first system is provided. The method includes the steps of providing a data store associated with the first system and including information representing data in the data files at a previous time state; generating first difference information upon a change to the data files by comparing the change to the data store; receiving second difference information for a subset of said data files from a second system; and applying said difference information to said subset of said data files.

A portion of the disclosure of this patent document contains material to which the claim of copyright protection is made. The copyright owner has no objection to the facsimile reproduction by any person of the patent document or the patent disclosure, as it appears in the U.S. Patent and Trademark Office file or records, but reserves all other rights whatsoever

BACKGROUND OF THE INVENTION

1. Field of the Invention

The invention relates to the transference of data between two systems independent of the form in which the data is kept on the respective systems, and in particular to providing an efficient means of communicating data between systems and devices.

2. Description of the Related Art

The growth of computing-related devices has not been limited to personal computers or work stations. The number of personal computing devices has grown substantially in both type and format. Small, hand-held computers carry a multitude of contact, personal, document, and other information and are sophisticated enough to allow a user to fax, send e-mails, and communicate in other ways wirelessly. Even advanced cellular phones carry enough memory and processing power to store contact information, surf the web, and provide text messaging. Along with the growth in the sophistication of these devices, the need to transfer information between them has grown significantly as well.

With a multitude of different device types on the market, keeping information between the different devices synchronized has become increasingly problematic. For example, if an individual keeps a calendar of information on a personal computer in his or her office using a particular personal information manager application, the individual would generally like to have the same information available in a cellular phone, hand-held organizer, and perhaps a home personal computer. The individual may additionally have a notebook computer which requires synchronizing file data such as presentations or working documents between the notebook and the office computer.

Until now, synchronization between both documents and personal information managers has occurred through direct connection between the devices, and generally directly between applications such as a personal information manager in one device and a personal information manager in another device or using an intermediary sync-mapping program.

One example of this is the prevalent use of the 3Com Palm® OS-based organizer, such as the 3Com Palm® series of computing devices, which uses its own calendaring system, yet lets users synchronize the data therein with a variety of different personal information manager software packages, such as Symantec's ACT!™, Microsoft's Outlook®, and other systems. In this example, an intermediary synchronization program such as Puma Technology, Inc.'s Intellisync® is required. Intellisync® is an application program which runs on both the hand-held device and the computer which stores the information data and maps data systems between non-uniform data records. In other cases, direct transfer between applications such as transfer between Microsoft's Outlook® computer-based client and Microsoft's Windows CE “Pocket Outlook” application, is possible. Nevertheless, in both cases, synchronization occurs through direct connection between a personal computer and the personal computing device. While this connection is generally via a cable directly connecting, for example, Palm® device in a cradle to the personal computer, the connection may be wireless as well.

One component of these synchronization systems is that the synchronization process must be able to delineate between when changes are made to specific databases and must make a decision about whether to replace the changed field. Normally, this is measured by a change in one database, and no-change in a second database. In some cases, both databases will have changed between syncs. In this case, the sync operation must determine which of the two changes which has been made is to “win” and replace the other during the sync. Generally, this determinant of whether a conflict exists allows some means for letting the user resolve the conflict.

In a technical sense, synchronization in this manner is generally accomplished by the copying of full records between systems. At some level, a user is generally required to map data fields from one application to another and specify which data fields are assigned to which corresponding field in a different device. Less mapping is required where developers more robustly support various platforms of applications.

In many instances, the data to be synchronized is generally in the form of text data such as records of addresses, contact information, calendar information, notes and other types of contact information. In certain instances, data to be synchronized will be binary format of executable files or word processor-specific documents. In many cases where document synchronization is required, the synchronization routine simply determines whether or not the documents in question have changed, and uses a time-based representation to determine which of the two files is newer, and replaces the older file with the newer file to achieve synchronization, as long as the older of the two files was in fact not changed. This is the model used in the familiar “Briefcase” function in Microsoft Windows-based systems. If both files have changed, then the synchronization routine presents the option of conflict resolution to the user.

Such synchronization schemes are generally relatively inefficient since they require full band-width of the document or binary file to be transferred via the synchronization link. In addition, at some level the synchronization programs require interaction by the user to map certain fields between different programs.

One of the difficulties in providing synchronization between different computing devices is that the applications and platforms are somewhat diverse.

Nevertheless, all synchronization programs generally require certain functions in order to be viable for widespread usage. In particular, synchronization programs must work with popular applications on various platforms. Sync applications must allow for conflicts resolution when changes are made to the same information on different devices between syncing events. They must provide synchronization for all types of formats of data, whether it be text data in the form of contacts, e-mails, calendar information, memos or other documents, or binary data in the form of documents or programs in particular types of formats.

In a broader sense, applications which efficiently synchronize data between disparate types of devices can provide advantages in applications beyond synchronizing individual, personal information between, for example, a personal information manager hardware device such as a Palm® computing device, and a personal computer. The same objectives which are prevalent in developing data transfer between personal information management (PIM) devices and desktop systems lend themselves to furthering applications requiring data transfer between other types of devices, on differing platforms. These objectives include speed, low bandwidth, accuracy, and platform independence.

For example, current e-mail systems use a system which is somewhat akin to the synchronization methods used for disparate devices in that an entire message or file is transferred as a whole between different systems. When a user replies to an e-mail, generally the entire text of the original message is returned to the sender, who now has two copies of the e-mail text he/she originally sent out. The same is true if an e-mail attachment is modified and returned. All of the text which is the same between both systems is essentially duplicated on the originator's system.

SUMMARY OF THE INVENTION

The invention, roughly described, comprises a difference information receiver, a difference information transmitter and a difference information synchronizer which cooperate in a system or device to update data in the device with data received from other systems, or provide data for other systems to use in updating themselves.

In one aspect, the invention comprises a system in a device having at least one application data destination having a format. The system includes a difference engine receiving difference information associated with a change to said at least one application data destination; and an application interface, applying said difference information to said at least one data destination.

The difference engine may comprise a data store reflecting application data at a state prior to receipt of said difference information; and a delta engine receiving difference information and comparing difference information to said data store to construct change information. Further, the difference information may comprises a data file containing change transactions which is combined with data in the data store.

In a further aspect, the method may comprise a method for updating data files in a system. The method may include the steps of: receiving difference information for a subset of said data files; and applying said difference information to said subset of said data files. In particular said step of receiving may comprise: receiving a change log detailing changes to data files on another system; and applying said changes to a data store containing data identical to said data files to generate changed data.

In a further unique aspect, the invention my comprise an application in a system having a data source in a source format. The application may include an application interface, extracting data from said data source; and a difference engine receiving said data and outputting difference information associated with changes to said data source. The application interface may includes a source format interface; and a converter to map said data from said source format into a universal format. In addition, the difference engine may include a data store reflecting a prior state of said data; and a delta generator comparing said data and said data store to provide change transactions.

In a still further aspect, the invention may comprise a method for updating a data source in a system. The method may include the steps of extracting difference information from at least a subset of said data source; and outputting difference information for at least the subset of said data source. The step of extracting may comprise determining whether changes have been made to the subset of data source in the system; and generating a change log detailing changes to the subset of data source on another system.

In yet another aspect, the application of the present invention includes: an extraction routine for extracting a first set of difference information resulting from changes to the data files; a differencing transmitter for transmitting said first set of difference information to an output; a differencing receiver for receiving a second set of difference information from an input; and a reconstruction routine for applying the second set of difference information to the data files.

A further method of the invention comprises a method for updating data files in a system. The method includes the steps of receiving first change transactions for a subset of said data files; applying said change transactions to said subset of said data files subsequent to a change in said data files, generating second change transactions for said file; and outputting said second change transactions to an output.

In a particular embodiment, the invention comprises a device engine including an application object; an application object store; and a delta module.

BRIEF DESCRIPTION OF THE DRAWINGS

The invention will be described with respect to the particular embodiments thereof. Other objects, features, and advantages of the invention will become apparent with reference to the specification and drawings in which:

FIGS. 1-7 are block diagrams of various configurations of the system of the present invention utilizing the differencing routines of the present invention.

FIG. 8 is an overview of one embodiment of the system architecture in accordance with the present invention.

FIG. 9A is a block diagram of the desktop device engine of the present invention.

FIG. 9B is a block diagram of the configuration of server side device engines utilized in accordance with the present invention.

FIG. 10 is a block diagram of one embodiment of the device engine in an operating system such as Windows.

FIG. 11 is a block diagram of an application object incorporated into the device engine of the present invention.

FIG. 12 is a diagram of storage object hierarchy of a universal data format utilized with the system of the present invention.

FIG. 13 is a listing of exemplary item objects used in accordance with the routines of the present invention.

FIG. 14 is a block diagram of a management storage server architecture for used in the system of the present invention.

FIG. 15 is a flow diagram illustrating a pull synchronization in accordance with the system of the present invention.

FIG. 16 is a flow diagram illustrating a push synchronization in accordance with the system of the present invention.

FIG. 17 is a diagram of the management server architecture in accordance with the present invention.

DETAILED DESCRIPTION

The present invention includes a system and a method for transferring data between two devices which require information to be shared between them. In accordance with the discussion herein, a “device” is defined as a collection of elements or components organized for a common purpose, and may include hardware components of a computer system, personal information devices, hand-held computers, notebooks, or any combination of hardware which may include a processor and memory which is adapted to receive or provide information to another device; or any software containing such information residing on a single collection of hardware or on different collections of hardware. Such software might include applications such as personal information managers, which include contact data and other such information, e-mail systems, and file systems, such as those utilized by Microsoft Windows NT operating systems, Unix operating systems, Linux operating systems, or other systems capable of storing file types having binary formats which translate to application formats of differing types.

In one embodiment, the invention comprises a set of programs specifically designed to transmit and/or receive differencing data from one device to another device, irrespective of the type of file system, data, content, or system hardware configuration.

In a further aspect, the system comprises store and forward technology which utilizes the differencing technology to implement services via a public or private network, such as the Internet.

The system of the present invention finds particular usages in synchronizing personal contact information between different systems, but it will be readily apparent to one of average skill in the art that the present invention provides advantages having broader applicability than merely synchronizing various types of systems. For example, replying and forwarding e-mail can be made more efficient by forwarding only the differences in e-mails between systems. As a further example, updates to systems software via a network can be made more efficient where, for example, instead of completely replacing different modules of an application, only the differences of the modules need be forwarded, resulting in more efficient use of existing bandwidth.

System Overview

FIGS. 1-7 show various configuration alternatives of the present invention.

FIG. 1 shows an embodiment of the present invention in a basic configuration. In FIG. 1, a first system or device, system A, and a second system or device, system B, are coupled by a communication line 110. It should be readily understood that communication line may be any direct coupling of the two systems which allows data to pass between the systems such as, for example, by means of serial ports, parallel ports, an Ethernet connection or other type of network, or an infrared link, or the like. System A includes a functional block 100 representing a differencing transmitter in accordance with the present invention. System B includes a functional block 102 representing the differencing receiver in accordance with the present invention.

The differencing transmitter 100, upon receipt of a control signal enabling operation of the transmitter, examines a specified data structure of information which is to be transmitted to system B. Differencing transmitter 100 extracts such information from System A and converts the information extracted into difference information Δ. Difference information Δ comprises only the changes to System B's data which have occurred on System B and instructions for implementing those changes. Hence, if the data to be transferred is a change to a file which exists on system B, difference information Δ comprises only the differences in such file and where such differences occur. If the data does not exist at all on System B, the difference information Δ will be the entire file. Difference information Δ received by differencing receiver 102 at System B is reconstructed at System B, and the changes reflected therein are updated on System B.

For example, if System A and System B are two computers and an update for certain binary files on System A is required, the differencing transmitter on System A will extract the differences in the file known to exist on System B and any new files, and transmit only those differences (an instructions for where to insert those differences) to the differencing receiver 102. Differencing receiver 102 will interpret the difference information (Δ) and reconstruct the binary files on System B. In this manner, the information on System B is updated without the need to transfer the entire binary files between the Systems.

FIG. 2 shows a second example of the system of the present invention. In FIG. 2, both System A and System B include functional blocks 104, each representing a differencing synchronizer. The function of the synchronizer 104 is similar to that of the transmitter and receiver combined; the synchronizer will allow difference information Δ to be both transmitted and received. For example, System A and System B are a portable computer and a desktop computer, respectively, where information such as contact information needs to be synchronized between the two, the differencing synchronizer 104 will extract changes made to the contact information on either System A or System B and at predetermined times, transmit the information Δ between the systems, and reconstruct the data on the receiving system to update information from the sending system, in order to ensure that both systems contain the same data.

FIG. 3 shows yet another alternative embodiment of the system of the present invention. In FIG. 3, System A again includes a differencing transmitter and System B includes a differencing receiver 102. In this embodiment, a storage server 300 is coupled between System A and System B. Storage server 300 may store a separate database of the difference information Δ provided by System A, which allows System A to provide its difference information Δ to the storage server 300 at a first point in time, and storage server 300 to provide the same difference information Δ to System B at a second point in time, but not the same as the first point in time. In addition, multiple sets of difference information Δ may be provided at different points in time, and stored for later retrieval by System B. Still further, the difference information sets may be maintained on server 300 to allow data on either System A or System B to be returned to a previous state.

Once again, the storage server 300 is coupled by a direct connection 110 to both System A and System B. Storage server 300 may be a server specifically adapted to receive differencing information Δ from the receiver 100 and provide it to the transmitter 102. In one embodiment, server 300 includes specific functional routines for enabling this transfer. Alternatively, server 300 comprises standard information server types which respond to standard Internet communication protocols such as file transfer protocol (FTP), or hypertext transfer protocol (HTTP).

FIG. 4 shows yet another alternative embodiment of the system of the present invention wherein System A and System B, once again coupled directly to a storage server 300 by a direct connection line 110, each include a differencing synchronizer 104. Difference information Δ can be passed to and from System A through synchronizer 104 to and from the storage server 300 at a first point in time, and to and from System B at a second point in time. In this embodiment, storage server 300 may include routines, described below, for resolving conflicts between data which has changed on both System A and System B independently after the last point in times when the systems were synchronized.

FIG. 5 shows yet another alternative embodiment of the present invention including four systems: System A which includes a differencing synchronizer 104; System B which includes a differencing receiver 102; System C which also includes a differencing synchronizer 104; and System D which includes a differencing transmitter 100. Each is directly coupled to a storage server 300, allowing control of transmission of differencing data Δ between the various systems. Server 300 may include routines, described in further detail below, to track the various types of systems which comprise System A through System D, and which control the transmission of various components of the difference information Δ to each of the various systems. For example, since System B includes only differencing receiver 102, the difference information Δ₂ which is provided to it may be a sub-component of that which is transferred between System A in the storage server 300, or may be simply receiving broadcast information Δ₄ from System D. In one embodiment of the system of the present invention, server 300 does not itself route the difference information derived from each receiver/transmitter/synchronizer. Server 300 acts as a repository for the information, and the determination of which difference information Δ is attributed to which receiver/transmitter/synchronizer is made by each receiver/transmitter/synchronizer.

FIG. 6 shows yet another alternative embodiment of the present invention. In FIG. 6, a synchronizer is provided in storage server 300. It should be recognized that a forwarder and/or receiver may be provided in server 300 as well. The particular embodiment shown herein may be advantageous where device processing power and memory are limited, such as cases where the device is a cell phone. It should be noted that the data transferred between system A and the device engine 104 a in such an embodiment may or may not be difference information, depending on whether System A has the capacity to detect and output difference information. Each of the devices may include a differencing receiver, a differencing transmitter, or a differencing synchronizer. It should be understood that a portion of the differencing synchronizer 104 a may reside on System A and another portion may reside on server 300.

FIG. 7 shows yet another alternative embodiment of the present invention wherein the devices shown in FIG. 6 may be coupled to a combination of public or private networks 700 such as, for example, the Internet. The network 700 may include one or more storage servers 300 ₁,300 ₂, and in such cases the difference information Δ transmitted between each such device 602-610 via intermediate storage on one of such servers. Network 700 may couple the devices to one or more specialized function servers, such as servers specifically designed to include a differencing forwarder, receiver or synchronizer. Such devices may comprise, by way of example and without limitation, a personal office PC 602, a smart telephone 604, a user's office PC 606, a personal information Palm® computing device 608, a telephone or cellular phone 604, a home personal computer 606, or a web browser 610. Each differencing receiver, differencing transmitter, or differencing synchronizer present in devices 602-610 includes means to poll the data stored on storage servers 300 ₁,300 ₂ to determine whether the data present at storage server 300 ₁,300 ₂ includes difference information which the particular receiver or synchronizer is required to have to synchronize the data on the device on which it resides.

In the following description, an embodiment wherein the differencing receiver, transmitter, and synchronizer are described will be discussed with respect to its use in synchronizing contact information, calendar information, and binary file information between a plurality of different devices in the context of data synchronization. It will be readily understood that the system of the present invention is not limited to synchronization applications, or applications dependent upon specific types of data, such as contact information or scheduling information. In particular, it will be readily understood that the transmission of data comprising only the differences in data between two systems via routines which extract the data and reassemble data on the various systems, represents a significant advancement in the efficient transmission of data. The present invention allows for optimization in terms of a reduction in the bandwidth utilized to transmit data between two systems, since only changes to data are transferred. This consequently increases the speed at which such transactions can take place since the data which needs to be transmitted is substantially smaller than it would be were entire files transferred between the systems.

In a particular embodiment of the present invention, the ability of devices to connect to the Internet is leveraged to manage data transfer between the systems. In essence, each particular device which requires information access which can connect to the Internet may become part of the system of the present invention, and synchronize its data with other devices defined by a user as being part of the system.

Generally, the system comprises client software which provides the functions of the differencing transmitter 100, differencing receiver 102, and differencing synchronizer 104 in the form of a device engine. The device engine includes at least one component particular to the type of device on which the device engine runs, which enables extraction of information from the device and conversion of the information to difference information, and transmission of the difference information to the storage server. This allows the replication of information across all systems coupled to the system of the present invention. Although the storage servers 300 utilized in the system of the present invention may be any type of storage server, such as an Internet server or an FTP server, and may be provided from any source, such as any Internet service provider (ISP), particular aspects of a storage server which may be useful and which may be customized to optimize transfer of information between systems coupled as part of the present invention will be described below. Synchronization of devices utilizing the synchronization system of the present invention is possible as long as an Internet connection between the devices is available.

In a key aspect of the invention, the Internet connection between the devices or between the devices and a server, need not exist at the same point in time, and new devices may be added to the system of the present invention at any point in time without the loss of information. The system provides totally transparent access to information and the device engine on each device provides an operating system independent extension which allows seamless integration of the personal information services in accordance with the present invention.

In a particular unique aspect of the present invention, only those changes to the information which are required to be forwarded to other systems on the system of the present invention are transmitted to enable exceptionally fast response times. In a still further aspect of the invention, information which is transferred in this manner is encrypted to ensure security over the public portions of the Internet.

Architecture Overview

FIG. 8 shows an overview of the architecture of the system of the present invention utilized for synchronizing or “syncing” information on different types of devices. In the embodiment hereinafter described, the system of the present invention allows the coupling of a collection of personal devices and applications one uses when working with personal information. Nevertheless, the system may be used to broadcast public or private information to various device types. System software in the form of a device engine for each device which is declared a part of the system of the invention is distributed across the collection of devices to enable synchronization. Distribution of the device engines may occur via, for example, an installation package forwarded over an Internet connection. In essence, the device engine software of the present invention forms a distributed processing network which maintains consummate synchronization of all information in the system. The processing load associated with delivering this service is pushed to the end-point devices which provides for easy scaling of the system to ever-larger applications.

The present invention contemplates the use of two types of device engine: one totally embodied on the server which outputs change data to the server; and a second totally embodied on the server receiving device generated change information from the device. In addition, a hybrid of the two, having a portion of the device engine on the device and a portion on the server, is disclosed.

As shown in FIG. 8, any number and type of devices 802-808 may be utilized in accordance with the system of the present invention. A telephone 802 may comprise a cellular phone or a standard POTS-connected telephone. Telephone 802 may include contact information and, as is supported with a newer generation of cellular telephones, appointments and task data stored in a data structure 812. The application 812 which utilizes the application data 822 comprising such information is all stored in the telephone unit 802. Likewise, a personal digital assistant such as a Palm® computing device 804 includes application 814 and application data 824 which may include information such as contacts, appointments and tasks, and may also include file information such as documents which are created and stored on the PDA 804. Device 806 is represented as a Windows personal computer running an operating system such as Microsoft Windows 95, 98, NT or 2000. Applications 816 which may be running on device 806 include the Windows operating system itself, Microsoft Outlook, Symantec's ACT Personal Information Manager, Goldmine Software's Goldmine, Lotus Organizer, Microsoft's Internet Explorer web browser, Netscape's Communicator Suite, Qualcomm's Eudora e-mail, and various other programs, each of which has its own set of application data 826 which is required to be synchronized not only with devices outside the system 806, but also between devices and applications within the system itself. Finally, a dedicated web browser client 808 is shown which couples via the Internet to web portal applications 816 which have their own set of application data 828. Unlike devices 806 which store the application and application data substantially in their own hardware, web portal applications are provided on a separate server and provided to browser 808 via an Internet connection. Nevertheless, the web portal application stored on the portal application provider includes a set of application data 828 which a user may wish to synchronize. For example, a large web portal such as Yahoo! and Snap.com provide services such as free e-mail and contact storage to their users. A user may wish to synchronize this with applications running on their cellular phone, PDA, or Windows devices.

In order to access the specific application data of each of the systems shown in FIG. 8, a device engine is associated with each type of device. A cellular device engine 862 communicates and incorporates itself with the application data 822 of the cellular phone. Likewise, a PDA device engine 864 is provided, which may be based on either the Palm® operating system, Windows CE operating system, or other PDA-type operating systems as necessary. A Windows-based device engine 866 includes a mechanism, discussed below, for extracting application data 826 from supported Windows applications 816, and a web services device engine 868 incorporates to extract application data 828 from web portal applications 818.

As shown in FIG. 8, some device engines are provided entirely on the device (and are referred to herein as desktop device engines), while others include components a the back end server (which may comprise storage server 850 or a specialized server, as shown in FIG. 9B.) This is illustrated generally by lines 832, 834,836, and 838 in FIG. 8. Also, in FIG. 8, elements above dashed line 855 are provided by an administrator or service provider of the system of the present invention. Each of the device engines 862, 864, 866 and 868 is configured relative to the type of device on which it resides. For example, the Cell phone device engine 862 includes one or more components arranged on the phone while others are on server 850. Conversely, device engine 866 resides entirely on the windows device 806.

Data from each of the devices is coupled via an Internet connection 710 with a storage server 850. As noted above, storage server 850 may be a generic storage server or it may be a storage server specifically adapted for use with the system of the present invention as discussed below. One or more of the storage servers 850 are used to communicate transactions amongst the collection of systems 802, 804, 806, 808. It should be readily recognized that any number of different types of systems 802, 804, 806, 808 may be provided in accordance with the present invention and incorporated into the system. However, for brevity, not all the different types of commercially available computing devices which are currently in use or in development, in which the system of the present invention may be incorporated, are listed.

In its simplest embodiment, the storage server 850 is simply a dumb storage server and each of the device engines transmits only difference information thereto to be stored in a particular location accessible by other device engines in the system. In one embodiment, each device engine implements all processing required to keep all the systems fully synchronized. Only one device engine needs to be coupled to the storage server 850 at one particular point in time. This permits synchronization of multiple systems in a disconnected fashion. Each device engine will download all transactions encapsulating changes that have occurred since the last synchronization from the server and apply them to the particular device.

The change or difference information (Δ) is provided in one or more data packages, the structure of which is described herein. Each data package describes changes to any and all transfer information across all device engines, including but not limited to application data, files, folders, application settings, and the like. Each device engine can control the download of data packages that include classes of information that apply to the specified local device 802, 804, 806 or 808 attached to that specific device engine. For example, device engine 862 will only need to work with changes to information describing contact names and phone numbers in application data 822, while device engine 866 will be required to work with changes to e-mail, changes to document files, notes, as well as contact and address information since the application data 826 is much more extensive than application data 822.

Each device engine includes compression/decompression and encryption/decryption components which allow encryption and/or compression of the data packages transmitted across Internet connection 710. It should be recognized that compression and encryption of the data packages may be optionally provided. It is not required in accordance with the present invention. Each device engine performs mapping and translation steps necessary for applying the data packages to the local format required for that type of information in the application data stores 822-828. The device engine also includes components which allow it to track ambiguous updates in cases where users have changed data to a particular data field on two different systems simultaneously since the last update. In this case, the device engine includes a mechanism for drawing this to the attention of the user and allowing the user to resolve the conflict.

Device Engine Architecture

FIG. 9A illustrates a single device engine utilized with a generic application 810 and a generic storage server 850. FIG. 9A illustrates a desktop device engine, since all processing occurs on the device and only difference information is transmitted to server 850. Nevertheless, an understanding of the desktop device engine will aid in understanding server side devices engines, hereinafter described. Shown in FIG. 9 are the functional components of a device engine in block form and their interrelationship to each other. The device engine 860 is equivalent to the functional block of a differencing sequencer 104 shown in FIGS. 1-7.

While the invention will be described with respect to the embodiment of the invention as a differencing synchronizer 104, it will be readily understood that portions of the functionality are utilized as needed in a forward-only (a differencing transmitter) or a receive-only (a differencing receiver) capacity as required by the particular application.

As noted above, a device engine exists for each and every device that makes up a user's personal information network of devices in the system. As shown in FIG. 9A, each device engine 860 includes an application object 910. The application object is specific to each particular application 810 and provides a standard interface between the device engine and the balance of the data transmission system of the invention, and the application 810. Details of the application object will be described in further detail below. The application object is a pluggable architecture which supports a wide variety of vendor-unique applications. The job of the application object is to map data from the application into a temporary or “universal” data structure by connecting to the application via any number of standard interfaces to gain access to the applications data. The data structure of the application object puts the data in a generic or “universal data” format which may be used by the device engine components to generate data packages for provision to the storage server.

Also provided is an application object store (AOS) 920 which includes a copy of the device's data at a point just after the previous data extraction and synchronization occurred. Application object store 920 is a mirrored interface which stores a snapshot of the previous state of the data from the application object 910 in the device engine. The size of the AOS will depend on the data being collected by each device engine.

The generic output of the application object is provided to a delta module 950. Delta module 950 is a differencing engine which calculates differences in data between the output of the application object 910 and the copy of the data which is provided in an application object store (AOS) 920. The actual differencing and patch routine can comprise a routine such as XDelta or YDelta. The delta module 950 will be referred to herein alternatively in certain portions of the description as “CStructuredDelta.” In addition, the difference information is alternatively referred to herein as a “change log.” Each change log (or set of difference information) is a self describing series of sync transactions. As described below, the change log may be encrypted and compressed before output to the network.

Hence, during a sync, the Application Object will, using a mechanism discussed below, extract the data of each application in the device and convert it to a universal data format. The delta module will then generate a difference set by comparing the output of the Application Object and the AOS. This difference information is forwarded to the encryption and compression routines for output to the storage server 850 in the form of a data package. Alternatively, the data from one application can be used to synchronize to data in another application in, for example, a windows environment, as shown by arrow 1050 in FIG. 10.

It should be specifically noted that the application object may interface directly unstructured binary data or with structured application data. The differencing routine supports both uses of the delta module 950 in comparison generation.

In some cases, operation of the application object and delta module is simplified by the fact that some applications, such as PDA's, have the ability to output changes to its data. In such cases, the delta module 950 need only provide the data into the data package, since comparison to an AOS is not required—the application already includes a mechanism for tracking changes made to its own data. However, in many cases the applications provide, at most, a standard interface to access the data, such as Microsoft's OBDC interface, the Microsoft standard Application Programming Interface (API), or other similar standard interfaces.

Device engine 860 further includes a versioning module which applies a version number per object in the data package. As explained further below, each object in the data package is assigned a universally unique ID (UUID). Hence, unlike many prior synchronization systems, the system of the present invention does not sync data solely by comparing time stamps of two sets of data. Versioning module 915 allows each device engine to check the state of the last synchronization against data packs which have been provided to the storage server to determine which data packages to apply. This allows the device engine to sync itself independently of the number of times another device engine uploads changes to the storage server. In other words, a first device engine does not care how many times a second device engine uploads data packages to the server.

An events module 925 controls synchronization initialization events. Items such as when to sync, how to sync, trigger the delta module 950 to perform a synchronization operation.

A user interface 930 is provided to allow additional functional features to a system user of the particular device to which the device engine 860 is coupled. The user interface is coupled to a conflict resolution module 940, a filtering module 945, and a field mapping module 935. Each of the modules provides the functionality both necessary for all synchronization programs, and which users have come to expect.

Filtering module 945 allows filtering for types of content based on, for example, a field level content search. The field mapping module 935 allows for the user to re-map certain interpretations of items which were provided in the document stream. For example, if the device engine 860 is operating on a personal computer, and a synchronization is occurring between the personal computer and a notebook computer, and the user has a “my documents” directory on the personal computer which he wishes to map to a different directory on the notebook computer, the field mapping module 935 allows for this re-mapping to occur. It should be recognized that the field mapping module allows for changes in directing the output of the data package. The field mapping module 935 is not necessary to map particular data fields of, for example, contact information from one application, such as Microsoft Outlook, to a different application, such as Symantec's ACT, as is the traditional use of field mapping and synchronizing applications.

Delta module 950 is further coupled to a compression module 970 and an encryption module 960. It should be recognized that the compression encryption modules need not be enabled. Any type of compression module 970, such as the popular PK Zip or Winzip modules, or those available from HiFn Corporation may be utilized in accordance with the invention. Moreover, any type of encryption algorithms, such as MD5, RCH 6, Two Fish, or Blowfish, or any other symmetric encryption algorithm, may be utilized. In one embodiment of the invention, encryption without compression is used. In a second embodiment of the invention, compression without encryption is used. In a third embodiment of the invention, neither compression or encryption is used, and in a fourth embodiment of the invention, both compression and encryption are used.

Versioning module 915 also allows the device engine 860 to support multiple users with distinct synchronization profiles. This allows multiple users accessing the same machine to each synchronize their own data set using the same device engine. For example, if the application 810 on a particular device comprises Microsoft Outlook on a personal computer, coupled to a Microsoft Exchange server, and Outlook is configured to have multiple user profiles, versioning module 915 will track the data applied through the device engine when a sync request occurs. This allows two users of the same Outlook client software which access different data sets, either in the client computer or on a separate server, to utilize the same device engine and the system of the present invention via the same machine. In a further embodiment, a particular device engine supports the use of foreign devices accessing the system via the same connection. Palm® devices, for example, use a cradle to connect to a computer and/or Internet connection. If a particular user wishes to allow another user to use his Palm® pilot cradle connection to synchronize the other user's Palm® pilot, the device engine can generate data packages to update the local application object store for the foreign device. The application object store can therefore be used as a temporary storage for cases allowing synchronization of foreign devices.

The output of the device engine 900 comprises a data package which is output to storage server 850. As noted above, only one device engine need be connected to the storage server 850 at a given time. The data package can be stored on the storage server 850 until a request is made to a particular location of the storage server by another device engine. Likewise, delta engine 900 can query alternative locations on the storage server for access to synchronized data within the system of the present invention. Access to areas of the storage server is controlled by a management server (MS) described more fully below. In one embodiment, each sync operation requires that the device engine for each device login to the management server to authenticate the device and provide the device engine with the location of the individual device's data packages on the storage server.

Data packages may be advantageously provided to the device engine from the storage server in a streaming format, allowing processing to occur using a minimum of bandwidth and storage in the devices. The device engine 860 and particularly the delta module 950 interpret data packages based on the versioning information and the mirrored data present in the application object store 920. When data is returned to the delta module 950 from the storage server 850, the delta module returns differenced data to the application object 910 for the particular application which then translates the delta information into the particular interface utilized for application 810. Once a device engine has been fully applied all data packages from an input stream, it generates a series of data packages that describe the changes made on the local system. The device engine uses the local application object store 920 to keep track of the last synchronized version of each application's actual data, which is then used for the next data comparison by the delta module on the next sync request. Generated data packages can include operations and encode changes generated from resolving ambiguous cases as described above.

FIG. 9B depicts how server based device engines may be provided in the system of the present invention. The Palm® device example is shown in this embodiment, where the Palm® device has the capability of connecting directly to the Internet and a service provider's data center 900. The data center includes a firewall 975 to prevent unauthorized communications with servers resident in the data center 900 and protect integrity of the data. The storage server 850 may communicate directly through the firewall as may the management server (MS) 1410.

Shown therein are two sync servers 982 and 984 each of which is dedicated to syncing one particular type of application. Sync server 982 is dedicated to the Palm® device, while sync server 980 is dedicated to, for example, a portal application (Portal1).

Since the Palm® Device 804a includes a mechanism for transmitting changes to its data directly, data may be transmitted using HTTP request and response via the firewall 975 to the sync server 982 where differencing and updating of data in the AOS can occur, after which changes can be downloaded to the Palm® 804 a.

The synchronization server is an application handles concurrent synchronization of user's data. Each Sync Server includes plug-in support for multiple devices to be synchronized using the same sync server executable. Each device type has it's own device name that identifies which AO/AOS components will be used during the sync.

The sync server uses the concept of a universal data record in its internal sync differencing engine and when sending data to and retrieving from external entities such as the AOS and AO. Hence, in the Palm® application, the job of a server AO is simply to take the device-specific format of its record and convert into a universal record format.

The Sync Server has a plug-in architecture so that 3rd party application partners can easily add their services into the server. Currently, if the server is operated in a Microsoft Windows NT Server, the sync server discovers the sync components via the Windows NT registry. In alternative embodiments, this function is performed in a Component Manger which operates on each sync server to manage processing by each of the AO and AOS on the server. Each AO and AOS are implemented as a stand-alone DLL that the Sync Server loads at initialization time, or when adding a new component via the Component Manager.

Each sync server is shown as dedicated to a single application. However, a sync server may handle multiple device types.

In the embodiment of FIG. 9B, it should be noted that, depending on the device type, there are different configurations for the AOS and AO's. For example, the Palm®'s AO data store 1050 resides on the Palm® device 804 a itself and a separate AOS data store 1052 exists for this configuration (an Oracle database). In the case of Portal1, the AOS and AO use the data store 1054.

Device engines can generate additional data packages intended to resolve synchronization problems in other systems. For example, interfacing with the conflict resolution module 940, if the user makes a change to a particular data store on an application object on his Palm® pilot, then makes an additional change to a personal information manager (PIM) application on his personal computer, the user can specify that the change made on the personal computer will “win” when the conflict is detected by the Δ engine and the versioning information between the two devices. This is essentially a definition that one particular set of data is correct and should replace the second set of data.

FIG. 10 shows a specific embodiment of a desktop device engine utilized in, for example, a Microsoft Windows-based operating system environment.

As shown in FIG. 10, a Windows operating system may have at least three specific applications which may require synchronization. In FIG. 10, the system includes Netscape Communicator application 1040 having data such as bookmarks 1021, contacts 1022, and e-mail 1023; a Microsoft Outlook application 1042 which includes contact information 1024, calendar information 1025, e-mail information 1026, note information 1027, and tasks information 1028; and Windows operating system 1044 information including Favorites data 1029, file system information 1030, and individual files 1031.

Each particular application 1040, 1042, 1044 has an associated application object 1010, 1012, 1014. Each of the respective application objects provides data back to delta module 950 in a generic format which is usable by the delta module in accordance with the foregoing description of the apparatus shown in FIG. 9A. From FIG. 10, it will be additionally seen how the delta module 950 may be utilized to synchronize data between applications running on the same particular server. The device engine hence does an intra-system sync such as, for example, between the contact information 1022 from Netscape and the contact information 1024 from Outlook.

FIG. 10 further illustrates the modularity of the system of the present invention allowing the device engine to include any number of different application objects to be provided on a single device to incorporate all applications run on that device.

In operation, during an installation of a device engine into a particular system, the installation program may be tailored to provide application objects which may be present on a given system. For example, and with reference to FIG. 10, the installation program for a Windows machine will carry any number of application objects for systems and applications which may be present on a Windows machine. The installer will check for the presence of given applications, and allow the user to add additional applications which may be installed in locations that are not the normal default installation areas for application support by the application objects which the installer is carrying, or de-select certain applications which, for one reason or another, the user may not wish to install an application object for and render a part of the system of the present invention.

Application Object Structure

FIG. 11 is a conceptual depiction of the structure of an application object. As noted above, the application object is a pluggable architecture which supports a wide variety of vendor-unique applications. The consistent and scalable architecture of the system of the present invention for device engines is maintained by encapsulating system-dependent knowledge in a single component, i.e. the application object. As noted above, every application object supports a standard set of interfaces that every device engine understands. Each application object maps these standard interfaces of the capabilities of a particular vendor application. Hence, there will be as many application objects as there are application types.

As noted above, there are different types of server and desktop device engines, some having application objects entirely on the server, while others have application objects entirely on the desktop.

Each application object will include a connector 1110 which may comprise a generic interface to the particular application for which the application object store has been designed. For example, when connecting to a Palm® device, the connector will be an HTTP protocol request routine which interfaces with the Palm® device's own built-in synchronization manager, which provides an output of records which have been changed on the Palm® device. As in FIG. 9B, since the Palm® outputs all the changes to its data via its own sync manager, in the Palm® application, the job of a server AO is simply to take the device-specific format of its record and convert into a universal record format.

The connector provides access for the application object to remove the data field from a particular application and convert it to a universal record structure. In the desktop AO, where, for example the application object is designed for a Windows interface, the connector may be the Windows API and the job of the AO will be to translate data from, for example, the windows file system to a universal data format. This universal data structure is then used by the delta module 950 to build data packages to be used in synchronization between components of the systems provided in the network system of the present invention.

Universal data structure mapping, used on desktop application objects, and universal data record mapping, used by the server device engines, is further detailed below.

Desktop Application Object

Each Application Object (AO) is a software component that interfaces with the third party application APIs (Application Programming Interface) to provide the programming services to the delta module for extraction and deposition of information data from and to the third party application domain during synchronization. In addition, the AO maps the third party application data fields to system's domain.

The AO service is a collection of COM (Component Object Model) objects that can be developed in conjunction with the third party Windows application APIs as a form of a DLL (Dynamic Linked Library) in C or C++. The DLL is loaded on demand at runtime during synchronization. It should be recognized that the application object need not be implemented using the COM model, but may be developed with other distributed object models.

There are a number of the related subsystems and documents that the developer must be familiar with and this document has made many references to those subsystems during the course of presenting the AO.

Change Log (CL) (or differencing information), a data file which contains a series of synchronization transactions.

DataPack, a compacted and encrypted Change Log.

StructuredDelta, the delta module differentiation engine that generates differences between Application Objects and Change Log and AOS.

AOS, a database which resides locally on, for example, a windows machine.

MS, a management server that manages users' accounts.

SS, an FTP or storage server that manages data packs.

User Manager, a standalone Windows client UI program that manages the synchronization process.

ePortal, a web-based PIM portal site.

pio_types.h, a header file which contains the definitions of the system's supported data fields known as tags.

Def.h, a header file contains the definitions of the system's constants.

interfaces.h, a COM interface file contains AO interface definitions.

Each AO has a COM interface-based design built-in. That is, instead of providing a set of traditional APIs as programming services, it provides a set of interface-based objects as programming services.

StructuredDelta, the delta module, the primary intended user of each AO. StructuredDelta instantiates these COM objects and uses them throughout the synchronization session exclusively through the COM interfaces on those objects to interface with the third party application database.

Each AO component consists of a set of objects that translate the third party application data into the universal data middle format which underpins the entire spectrum of PIM data regardless of which third-party application the data comes from. The objects in universal data format are device, (application) data class, store, folder, item, and data fields. The AO digests the third party application data of any kind and reduces it into a few handful simple objects and field types. These objects and field types are fed into StructuredDelta engine and are compared by StructuredDelta in order of their hierarchy. The resulting differences (add, delete, modify) are logged as transactions in the difference information. The data packs are transported to a storage server that may be actively managed by a management server for each individual user account and devices.

StructuredDelta uses AO objects to access and modify the individual AO objects and data fields. AO objects serve as a buffer between individual application data and StructuredDelta so that StructuredDelta does not require knowledge of each application and database. All AO objects are temporary and created in the space of each AO by StructuredDelta through COM interfaces. AO objects are referenced when they are in use and they are freed when StructuredDelta stops using them. One can think of AO objects as merely placeholders of each application objects for StructuredDelta to access. Once StructuredDelta has a particular Application's data, StructuredDelta would free AO objects immediately without storing them internally.

AppObj

AppObj is a root object of each AO component and there is one and only one per AO. AppObj provides an entry point into the individual application's database. StructuredDelta instantiates it and holds it on during the entire synchronization session and releases it afterward. AppObj offers a number of services such as what class of data it supports. The C++ example of AppObj's definition is shown below:

class CMyFlAppObj : public  Item, public  AppObj, protected ModuleIdentity, protected DataClassInfo, protected ItemTypeInfo, protected ItemFieldMap, protected FolderInfo, protected DataFileInfo, protected SynchNotify, protected ErrorMsg, protected EnumItems, protected FindItem, protected ModifyItem { public: CMyAppObj ( HWND hWndParent }; ˜CMyFppObj (); };

AppObj can contain children objects. They are Store objects. EnumItems interface is used to enumerate Store objects. FindItem interface is used to find the contained objects. ModifyItem interface enables AppObj to create a new Store object. AppObj is created by StructuredDelta calling CreateAppObject(HWND hWndParent, AppObj **ppObj).

Store

The Store object represents a database of the individual application information. If the individual application can handle multiple databases at same time, one needs multiple Store objects. One can think of Store object as a specialized Folder object, the root folder of each particular application data domain. The C++ example of Store's definition is shown below:

class CMyStore : public  Item, public  ItemContainer, protected EnumItems, protected FindItem, protected FindItemByData, protected ModifyItem, protected ReadWrite { CMyStore (); ˜CMyStore (); };

Store is a container of Folder objects. EnumItems interface enables the enumeration of its contained folders while FindItem and FindItemByData interface is used to find contained Folders or Item objects. ModifyItem and ReadWrite interface enables the modification of each application database.

Folder

Folder object is a specific data class of each individual application such as a table in the relational database or a collection of data records in each application. For example, the applications contact collection can be thought as a Folder object. The C++ example of Folder's definition is shown below:

class CMyFolder : public  Item, public  ItemContainer, protected EnumItems, protected FindItem, protected FindItemByData, protected ModifyItem, protected ReadWrite { public: CMyFolder (); ˜CMyFolder (); };

Folder object is also container. It can contain Item objects as well as Folder objects. EnumItem interface allows the enumeration of either Folder objects or Item objects or both. FindItem and FindItemByData interface is used to find contained Folder objects or Item objects. ModifyItem and ReadWrite interface enables the modification of an application's data tables.

Item

Item object represents an individual entity of each application's domain specific data. Item object can be thought as a record of each application's relational table. For example, a contact, email, calendar, to-do item in the particular application can be thought of as an Item object. The C++ example of Item's definition is shown below:

class CMyItem : public  Item, protected EnumItems, protected FindItem, protected ModifyItem, protected ReadWrite { public: CMyItem (); ˜CMyItem (); };

Item can contain Attachment objects only. EnumItems interface enables the enumeration of Attachment objects if any. ModifyItem and ReadWrite interface enables the modification of an application's records or data fields.

Attachment

Attachment object is a specialized Item object that encapsulates an attachment data or relationship. Only Item can have Attachment objects. Attachment object can be thought as attachment data such as attached-email files. Attachment can also be thought as attachment relationship to other Item objects. The example of that is the distribution list (Item object) can contain contacts (Item objects). The C++ example of Item's definition is shown below:

class CMyItemAttachment : public Item, protected ReadWrite, protected ModifyItem { public: CMyItemAttachment (); ˜CMyItemAttachment (); };

Variant

Variant object represents a data field of each particular application data. For example, a ‘first name’ of a contact or the birthday date of a contact can be thought as Variant object. StructuredDelta only understands Variant object and the types of data fields it encapsulated. Variant object can contain any one of the following data field type:

struct Variant { enumFieldTag tag; enumFieldDataFlag flag; // flags item fields as not known or otherwise special union { short int i; // eFieldType_WORD LONG l; // eFieldType_LONG DWORD dw; // eFieldType_DWORD unsigned_int64 qw; // eFieldType_QWORD UUID uuid; // eFieldType_UUID DATE time; // eFieldType_DATE LPTSTR psz; eFieldType_String Binary bin; // eFieldType_Binary Float flt; // eFieldType_Float Double dbl; // eFieldType_Double FlCollection coll; // eFieldType_Collection } Value; Stream* strm; // eFieldType_Stream };

Variant::tag is an identification tag of data field and variant::flag specifies the type of data field while Variant::value member variable stores each application's field value. One data field type is Collection. Collection object is an array of Variant objects. It can be used to represent a compound data fields.

struct Collection { ULONG cValues; struct_Variant** paVar; // This array really contains cValues entries };

Another data field type that is worth exploring is Binary. Binary object can be used to represent a binary data as it is.

struct Binary { ULONG cb; LPBYTE lpb; };

AO Interfaces

Each AO object has an AO COM interface. Each object must implement some of those interfaces to create certain capability or desired behavior that are expected by StructuredDelta.

IItem

This is the base interface of all application objects. It provides the identification service to StructuredDelta. Every object must have a unique ID, parent unique ID, display name, and item type information (eItemType_FOLDER, eItemType_CONTACT, etc). The unique ID is a unique string only in a given device. It is not persistent cross the Internet to other devices. The ID usually comes from the third party application database domain such a unique ID of a record.

interface IItem : IUnknown { STDMETHOD_(LPCTSTR, GetUniqueID) () const PURE; STDMETHOD_(LPCTSTR, GetParentUniqueID) () const PURE; STDMETHOD_(LPCTSTR, GetDisplayName) () const PURE; STDMETHOD_(enumItemType, GetItemType) () const PURE; STDMETHOD_(BOOL, IsContainer) () const PURE; STDMETHOD_(DATE, GetLastModificationTime) () const PURE; STDMETHOD_(QWORD, GetSize) () const PURE; STDMETHOD_(DWORD, GetFlags) () const PURE; };

IItemContainer

This is the base interface of all application container objects (store, folder). These container objects must have this interface implemented so that StructuredDelta would recursively descend in them if they have IItemContainer capability.

interface IItemContainer : Item { STDMETHOD_(BOOL, ContainsItemType) ( enumItemType eItemType ) PURE; STDMETHOD_(BOOL, ContainsDataClass) ( enumDataClass eDataClass ) PURE; STDMETHOD_(enumSpecialFolderType, GetSpecialFolderType) () PURE; STDMETHOD_(GUID, GetMappingGUID) () PURE; };

IErrorMsg

This is an error-reporting interface for every application object. It is used by StructuredDelta to query the error string after a failure. The AO should implement this on every object after the error occurs and before returning the control to StructuredDelta.

interface IErrorMsg : IUnknown { STDMETHOD(GetErrorString) ( LPTSTR pszError, int iBufLen ) const PURE; };

IEnumItems

This is an interface for collection enumeration, used by StructuredDelta to enumerate the objects of the third party application database. IEItemEnumFlags (eItemEnumFlags_FOLDER, eItemEnumFlags_ITEM, and eItemEnumFlags_ATTACHMENT) is used to enumerate only the requested type of objects.

interface IEnumItems : Unknown { STDMETHOD(ItemQueryStart) ( enumItemType type, long &lCount, eItemEnumFlags dwFlags ) PURE; STDMETHOD(ItemQueryNext) ( Item **ppItem ) PURE; STDMETHOD(ItemQueryFinish) () PURE; };

IFindItem

This is an interface for recursively finding object within the third party application database, used by StructuredDelta to find application object by its unique ID.

interface IFindItem : IUnknown { STDMETHOD(FindStoreByID) ( LPCTSTR pszUniqueID, ItemContainer **ppFolder ) PURE; STDMETHOD(FindFolderByID) ( LPCTSTR pszUniqueID, ItemContainer **ppFolder ) PURE; STDMETHOD(FindItemByID) ( LPCTSTR pszUniqueID, Item **ppItem PURE; };

IFindItemByData

This is an interface for recursively finding the object that matches the search criteria data. The search criteria are represented as Collection that allows the multiple search field keys to be used during the search. The multiple objects may be found that match the search criteria. The interface also provides enumeration capability of the search results.

interface IFindItemByData : IUnknown { STDMETHOD(FindByDataStart) ( enumItemType type, Variant* pSearchKey, int* pnFound ) PURE; STDMETHOD(FindByDataNext) ( LPTSTR pszEntryID, int cbBufSize ) PURE; STDMETHOD (FindByDataFinish) () PURE; };

IModifyItem

This is an interface for StructuredDelta to add, delete, and re-parent application data in the third party database during synchronization.

interface IModifyItem : IUnknown { STDMETHOD(Add) ( BOOL bFolder, enumItemType type, Item **ppItem ) PURE; STDMETHOD(Delete) () PURE; STDMETHOD(Move) ( ItemContainer * pDestFolder ) PURE; };

IReadWrite

This is an interface for accessing, writing, and mapping the third party application data fields by StructuredDelta. It provides the capability of read and write data fields from and to the third party application database and the capability of mapping data field of the third party application to universal data format of the system of the present invention. Any object that has data fields and require field level synchronization must implement this interface.

interface  IReadWrite : IUnknown { STDMETHOD(Read) () PURE; STDMETHOD(Commit) () PURE; STDMETHOD(GetFieldData) ( enumFieldTag fieldTag, Variant **ppVariant ) PURE; STDMETHOD(ReleaseFieldData) ( Variant *pVariant ) PURE; STDMETHOD(SetFieldData) ( const Variant *pVariant PURE; };

IAppObj

This is an AppObj only interface. It provides the capability of logon and logoff to the third party applications during synchronization. The data class filter mechanism is used by StructuredDelta to filter the enumeration of contained data classes (eDataClass_CONTACT, eDataClass_CALENDAR, etc).

interface IAppObj : IUnknown { STDMETHOD(Logon) ( HWND hWndParent ) PURE; STDMETHOD(Logoff) () PURE; STDMETHOD(SetFilter) ( const VOID* pFilter, int BufLen ) PURE; STDMETHOD_(int, GetFilter) ( VOID* pFilter, int BufLen ) PURE; };

IModuleIdentity

This is an AppObj only interface. It provides DLL module identification information to the Manager object such as the name of the third party application, enum ID of this application, and the application installation detection support.

interface IModuleIdentity : IUnknown { STDMETHOD(GetName) ( LPTSTR pszName, int iBufLen ) const PURE; STDMETHOD(GetAppl) ( Appl *pAppl ) const PURE; STDMETHOD(IsInstalled) ( BOOL *bIsInstalled ) const PURE; };

IItemTypeInfo

This is an AppObj only interface. It provides the information on the number of item types supported by AO, what type items are supported and the capabilities for a specific item type. This returns a DWORD containing bits set.

interface IItemTypeInfo : IUnknown { STDMETHOD(GetSupportedTypesCount) ( int &iCount ) PURE; STDMETHOD(GetSupportedTypeInfo) ( int iIndex, enumItemType &type, LPTSTR pszTypeName, int iBufLen ) PURE; STDMETHOD(GetItemTypeCaps) ( enumItemType type, DWORD &dwFlags ) PURE; };

IDataClassInfo

This is a CAppObj only interface. It provides the information on the number of data classes that are supported by the application object and what the data classes are supported

interface IDataClassInfo : IUnknown { STDMETHOD(GetCount) ( int *piCount ) PURE; STDMETHOD(GetDataClass) ( int iIndex, enumDataClass *peDataClass ) PURE; };

IDataFileInfo

This is a CAppObj only interface, it provides information on the number of database files and database filenames supported by AO to avoid being synched twice by application sync and file-set sync.

interface IDataFileInfo : IUnknown { STDMETHOD(GetDataFileCount) ( int *piCount ) PURE; STDMETHOD(GetDataFilePath) ( int iIndex, LPTSTR pszFilePath, int iBufLen ) PURE; };

IItemFieldMap

This is a CAppObj only interface that is used by StructuredDelta to query the data fields of given application object. For example, what are data fields in application object called eItemType_CONTACT?

interface IItemFieldMap : IUnknown { STDMETHOD(FieldQueryStart) ( const enumItemType &type, int &iCount ) PURE; STDMETHOD(FieldQueryNext) ( enumFieldTag &field, LPTSTR pszName, int iBufLen, LPTSTR pszType, int iTypeBufLen )PURE; STDMETHOD (FieldQueryFinish) () PURE; };

IFolderInfo

This is a CAppObj only interface, used by StructuredDelta to obtain the special and default folders' unique IDs and UUIDs.

interface IFolderInfo : IUnknown { STDMETHOD (GetSpecialFolderID) ( enumSpecialFolderType eFolder, LPTSTR pszUniqueID, int iBufLen ) PURE; STDMETHOD(GetDefaultFolderID) ( enumItemType type, LPTSTR       pszUniqueID, int iBufLen ) PURE; STDMETHOD(MapFolderGUID) ( UUID uuidFolder, LPTSTR pszUniqueID, int iBufLen ) PURE; };

IFastSync

This is a CAppObj only interface that is used by StructuredDelta to query if the given AO also provides FastSync service or not. FastSync is a DLL component that is written using the third party APIs and loaded into the third party application to receive the changes in database while users are operating the application. It is used to speed up the synchronization performance by syncing only the objects that are known to IFastSync component.

interface IFastSync : IUnknown { STDMETHOD(GetFastSync) ( enumDataClass eDataClass, BOOL* pbFastSync ) PURE; };

SynchNotify

This is a CAppObj only interface that is called by Manager to notify the third party application the state of synchronization: start, finished, or reset so that the application can prepare itself accordingly.

interface ISynchNotify : IUnknown { STDMETHOD(SynchNotify) ( enumSynchNotify eNotify ) PURE; };

Server AO

ServerApplication Objects share many characteristics with desktop application objects, including support for reading and mapping to the universal record structure set forth above.

Nevertheless, among various devices incorporated into the system of the present invention, each application object database will be quite different. For example, the Palm® database on the device is really just a memory space with records laid out sequentially in memory. In a web portal-type application, the application object may be an Oracle database. Server application objects may generally have less difficult tasks since the applications supported are generally either devices providing their own change data output, (such as Palm®-type PDA's), or which do not have a great deal of data to export (such as cell phones, having only name and number information).

Nevertheless, each application object must support all calls defined in a class interface definition as follows:

FUNCTION DESCRIPTION Open Perform an initialization of the device before data retrieval functions are called. Close Done with database calls, cleanup if necessary. Get First Modified Record Get the first modified record from the device and insert into application object. Get Next Modified Record Get the next modified record from the device and insert into the application object. Add Record Add a record into the application object database. Update Record Update a record. Delete Record Delete a record in the application object database. Set Device Records A function called during the synchronization manager to send a bytestream to the application object for interpretation. The bytestream will contain a list of records to add to the application object modified records list. At a later point in time, such records will be retrieved by the Get First Modified Record/Get Next Modified Record functions. Get Device Records For records bound to the device, this call gets a bytestream that contains a list of records to add back to the device. There is an outbound record list that is saved until this call is finished, at which time the sync server will be finished with the application object. Set Device Response A function used to modify or repair a record input saved in the application object store that was sent to the device in the Get Device Records call, such as a record ID for a record. If 10 records were sent to the device during the Get Device Records call, one would expect to see 10 records coming back in during this function call.

As noted above, because each application object database is different, the calling convention and the application object itself will likewise be different. The calling convention for a Palm® device's sync manager application object is given in the following pseudo-code:

Call AO::Open Call AO::WriteRecords Start synchronization process While more records in AO Data Object Call AO::GetFirstModifiedRecord() Call AO::GetNextModifiedRecord() END IF new records THEN Call AO::AddRecord() IF deleted records THEN Call AO::DeleteRecord() IF update record THEN CALL AO::UpdateRecord() Call AO::Close

As shown therein, the calling convention is designed to be integrated with the Palm's® own sync manager.

A second example provided below shows mapping of a portion of a web portal's contact database:

MappingItem CContactTable::m_FieldMap[] = { {1, eFieldTag_Contact_FirstName, “firstname”}, {1, eFieldTag_Contact_MiddleName, “middlename”}, {1, eFieldTag_Contact_LastName, “lastname”}, {1, eFieldTag_Contact_Title, “title”}, {1, eFieldTag_Contact_Suffix, “suffix”}, {1, eFieldTag_Contact_Anniversary, “anniversary”}, {1, eFieldTag_Contact_Birthday, “birthday”}, {1, eFieldTag_Contact_AssistantName, “assistantname”}, {1, eFieldTag_Contact_Children, “children”}, {1, eFieldTag_Contact_CompanyName, “companyname”}, {1, eFieldTag_Contact_Department, “department”}, {1, eFieldTag_Contact_FTPSite, “ftpsite”}, {1, eFieldTag_Contact_Gender, “gender”}, {1, eFieldTag_Contact_JobTitle, “jobtitle”}, {1, eFieldTag_Contact_ManagerName, “managername”}, {1, eFieldTag_Contact_NickName, “nickname”}, {1, eFieldTag_Contact_Office, “office”}, {1, eFieldTag_Contact_Profession, “profession”}, {1, eFieldTag_Contact_Spouse, “spouse”}, {1, eFieldTag_Contact_SelectedMailingAddress, “selectedmailingaddress”} }; int CContactTable::m_nNumFields = sizeof(m_FieldMap)/sizeof(MappingItem); HRESULT CPortalAddrOCI::InsertRecord( MappingItem theMap[], int numFields, CDataAccessor *pInsertItem, CF1ItemUniversal *pUnivItem, bool bForceCreate ) { bool bHasData = SetRecordFields( theMap, numFields, pInsertItem,   pUnivItem ); if ( bHasData || bForceCreate { // Insert the record into the database and execute the command pInsertItem->InsertRow(0); pInsertItem->Exec(); } return S_OK; {

The above example of mapping the contact field files maps contact fields from a particular web contact information database to fields in the universal record format from the master list header file (pio_types.h) in the system of the present invention. This mapping is for a specific contact table and it should be understood that other information, such as phone numbers, e-mail addresses, and other contact information may be stored in a separate table.

Once data is extracted from a particular application, the server application object must then convert the information into the universal record format which can be utilized by other server device engines to take content information into their own particular application.

Universal Record Format

The universal record format is used by each server device engine to handle various tasks of encapsulating records in a common format, comparing records, creating and holding differences between records, and other tasks of synchronization.

The universal record format allows the application objects to support a wide range of extensible application item types such as contacts, calendar, mail, bookmarks, and the like. Flexible type name and value associations permit synchronization without regard to individual vendor application information formats. Each application object encapsulates mapped knowledge from the vendor unique format to the universal format of the present invention. As such, an application object can be designed to support any combination of application and binary information types. In essence, application objects can be designed to support a vendor application using only binary file synchronization if the internal format of the application is not known.

Server application objects can also be designed to create collections. For example, if the user wishes to create a “my pictures” collection which consists of some collection of information and synchronize this collection of information, such an arbitrary grouping of classes of information into appropriate representations is supported.

Because the connector layer of the interfaces to the actual storage with a vendor application varies with application type, application access methods can include, but are not limited to, disk or database access, network protocols, wireless device protocols, and the like.

The Universal Records Format and the Universal Field Format class definitions are given below:

typedef map < enumFieldTag, CUniversalField, less_enumFieldTag > UniversalRecordMap; typedef UniversalRecordMap::value_type UniversalRecordPair; typedef UniversalRecordMap::iterator UniversalRecordIterator; typedef UniversalRecordMap::const_iterator ConstUniversalRecordIterator; class CUniversalRecord { private:   UniversalRecordMap recordMap_; public:   bool conflicts(const CUniversalRecord& rhs);   bool add(const CUniversalRecord &rhs);   bool subtract(const CUniversalRecord& rhs);   CUniversalRecord ();   CUniversalRecord( const CUniversalRecord& rhs );   virtual ˜CUniversalRecord ();   // add this element   HRESULT insert( enumFieldTag eId, long value, enumFieldDataFlag flag = eFieldDataFlag_Normal);   HRESULT insert( enumFieldTag eId, LPCTSTR value, enumFieldDataFlag flag = eFieldDataFlag_Normal);   HRESULT insert( enumFieldTag eId, DATE value, enumFieldDataFlag flag = eFieldDataFlag_Normal);   HRESULT insert( enumFieldTag eId, string value, enumFieldDataFlag flag = eFieldDataFlag_Normal);   HRESULT insert( UniversalRecordPair p );   CUniversalRecord exclusiveLeftWins ( CUniversalRecord& rhs );   CUniversalRecord inclusiveLeftWins ( CUniversalRecord& rhs );   bool  removeSame(const CUniversalRecord &rhs);   bool Find( const enumFieldTag eId, CUniversalField &field );   UniversalRecordMap::iterator find( const enumFieldTag eId ) {   return recordMap_.find(eId); }   UniversalRecordMap::iterator begin() { return recordMap_.begin(); }   UniversalRecordMap::iterator end() { return recordMap_.end(); }   bool empty() { return recordMap_.empty(); }   long size() { return recordMap_.size(); ♯   UniversalRecordMap::iterator erase(UniversalRecordMap::iterator& it)     { return recordMap_.erase(it); }   void clear() { recordMap_.clear(); } };

The UniversalField Structure

class CUniversalField { public: enum eUniversalField { eUF_Unknown, eUF_Long, eUF_String, eUF_Date, eUF_Blob }; protected: eUniversalField typeId_; enumFieldTag fieldId_; enumLFieldDataFlag flag_; size_t   len_; union { long 1; DATE d; TCHAR* pch; } value_; public: CUniversalField (); CUniversalField( const CUniversalField& rhs CUniversalField( enumFieldTag itemId, long value, enumFieldDataFlag flag = eFieldDataFlag_Normal); CUniversalField( enumFieldTag itemId, DATE value, enumFieldDataFlag flag = eFieldDataFlag_Normal); CUniversalField( enumFieldTag itemId, LPCTSTR value, enumFieldDataFlag flag = eFieldDataFlag_Normal); CUniversalField( enumFieldTag itemId, string blob, enumFieldDataFlag flag = eFieldDataFlag_Normal); ˜CUniversalField(); bool operator==( const CUniversalField& rhs ) const; bool operator!=( const CUniversalField& rhs ) const ( return   !operator==(rhs); ) CUniversalField& operator=( const CUniversalField& rhs); eUniversalField getType() const ( return typeId_; ) enumFieldTag getFieldID() const ( return fieldId_; ) enumFieldDataFlag getFlag() const   ( return flag_; ) size_t getLength() const (return len_; ) LPCTSTR getstring() const { ASSERT( eUF_String == typeId_); return value_.pCh; } long getLong() const { ASSERT( eUF_Long == typeId_); return value_.1; } DATE getDate() const { ASSERT( eUF_Date == typeId_); return value_.d; } string getBlob() const { ASSERT( eUF_Blob == typeId_); return string(value_.pCh,len_); } void get( LPCTSTR& p ) const { ASSERT( eUF_String == typeId_); p = value_.pCh; } void get( long& 1) const { ASSERT( eUF_Long == typeId_); 1 = value_.1; } void get( DATE& d) const { ASSERT( eUF_Date == typeId_); d = value_.d; } void get( string& b) const{ ASSERT( eUF_Blob == typeId_); b.assign(value_.pCh,len_); } bool isString() const { return typeId_ ==   eUF_String; } bool isLong() const { return typeId_ == eUF_Long; bool isDate() const { return typeId_ == eUF_Date; bool isBlob() const { return typeId_ == eUF_Blob; };

Example

An example of how data is removed from one particular application data type and converted into the universal record format is given below for an Oracle database:

#include “stdafx.h” #include <string> using namespace std; #include “F1ItemUniversal.h” #include “oci.h” #include “OCIDefs.h” #include “OCIConnect.h” #include “OCISession.h” #include “OCIColumn.h” #include “OCICursor.h” #include “DataAccessor.h” #include “UniversalMapper.h” #include “UniversalRecord.h” #include “F1Util.h” #include “BaseAOSTableOCI.h” /*  * Function: MapFields  * Description: Map fields from an Oracle database record into an UniversalRecord format.  */ void CBaseAOSTableOCI::MapFields( CDataAccessor *pAccessor, MappingItem theMap[], int numFields, CUniversalRecord &univRec { string sValue; DATE dtValue; LONG lValue; double dValue; for( int inx=0; inx<numFields; inx++ ) enumFieldTag fieldID = theMap[inx].m_universalFieldID; switch( F1PropType( fieldID ) } { case eFieldType_Binary: { // to fill properly, 1st name and last name should already be assigned CUniversalField emailField; string sValue; if ( SUCCEEDED(BuildEmailField( pAccessor, sValue, emailField )) ) univRec.insert ( fieldID, emailField.getBlob() ); break; } case eFieldType_String: if( pAccessor->GetFieldValue( fieldID, sValue }} { if ( 0 == ::_tcslen(sValue.c_str()) )   continue; univRec.insert( fieldID, svalue.c_str() }; { break; case eFieldType_DATE: if( pAccessor->GetFieldValue( fieldID, dtValue }} univRec.insert( fieldID, dtValue ); break; case eFieldType_DWORD: if( pAccessor->GetFieldValue( fieldID, lValue }} univRec.insert( fieldID, lValue ); break; case eFieldType_Double: if( pAccessor->GetFieldValue( fieldID, dValue }} univRec.insert( fieldID, dValue ); break; } } } HRESULT CBaseAOSTableOCI::InsertRecord( MappingItem theMap[], int numFields, CDataAccessor *pInsertItem, CF1ItemUniversal *pUnivItem, bool bForceCreate ) { bool bHasData = SetRecordFields( theMap, numFields, pInsertItem, pUnivItem ); if( bHasData || bForceCreate ) { pInsertItem->InsertRow(0); pInsertItem->Exec(); 56 return S_OK; } /*  * Function: SetRecordFields  * Description: Map fields from an UniversalRecord format into an Oracle database record (pInsertItem)  */ bool CBaseAOSTableOCI::SetRecordFields( MappingItem theMap[], int numFields, CDataAccessor *pInsertItem, CF1ItemUniversal *pUnivItem ) { bool bHasData = false; CUniversalField field; for( int inx=0; inx<numFields; inx++ ) { enumFieldTag fieldID = theMap[inx].m_universalFieldID; BOOL bExists = pUnivItem->m record.Find( fieldID, field ); if( bExists ) { bHasData = true; if( field.isBlob() } { string blob = field.getBlob(); LPCTSTR szEmailAddr = GetAddressFromRecipients( (F1RECIPIENTS*)blob.c_str()}; if( szEmailAddr && *szEmailAddr != NULL ) pInsertItem->SetFieldValue ( fieldID, (string) szEmailAddr ); else { bHasData = false; continue; } } else if( field.isString() } { string sValue = field.getString(); if( !sValue.empty() } pInsertItem->SetFieldValue ( fieldID, sValue ); } else if( field.isLong() } { LONG nValue = field.getLong(); pInsertItem->SetFieldValue ( fieldID, nValue); } else if( field.isDate() } { DATE dvalue = field.getDate(); if( dValue ) pInsertItem->SetFieldValue ( fieldID, dValue ); } } // if( bExists } } // For all fields return bHasData; }

While the above-identified code is specific to, for example, an Oracle database, one of average skill in the art will readily recognize that the technique utilized above may be adapted to other types of databases containing records and fields of interest. In the above code examples, all fields which are mapped from a particular application are mapped to fields in the master mapping file.

Management Server

In order to provide security and identification of particular users in an Internet-implemented synchronization system, a management server may be provided in the system of the present invention. The management server is a centralized server which controls behavior and characteristics of the entire network of device engines across all users.

FIG. 14 shows the general representation of how a management server 1410 integrates itself into the system of the present invention. Shown in FIG. 14 is an exemplary device engine 1450 which has HTTP links to both a management server 1410, a storage server 1415, and a generic FTP server 1420. As will be discussed hereinafter with reference to the process of the present invention, and the specific implementation of the data below shown in FIGS. 15-17, the management server interacts with the device engine to control authorized access to information on the storage server, or a generic FTP server 1420,1425 to access device-specific information storage 1430 in accordance with the system of the present invention. This allows any device coupling to the Internet to have access to management protocols and to retain user information across all platforms which the data which is being synched by the system of the present invention must access.

The management server communicates using hypertext transfer protocol (HTTP) which may be implemented with a secure sockets layer (SSL) to ensure security.

In particular, the management server supports an authentication interface that requires each device engine to authenticate with the management server before performing synchronization. Certain storage server implementations may utilize locking semantics to control read and write access to storage for multiple device engines. For example, in a generic FTP request, if two device engines attempt to connect to the same data at the same time, there must be some form of locking control to prevent device engines accessing the same data at the same time. In this instance, the management server controls the device engine acquisition, renewal, and releasing of locks against data stored in the network.

Each device engine is uniquely identified and tracked by the management server. This allows for tailoring behavior between the management server and specific types of storage systems and device engine components. All device engine components are tagged and version stamped for management via the management server.

Device actions can request updated copies of individual device engine components, permitting self-update and configuration of device engine systems. This permits minimal download designs for device engines that are on low bandwidth connections enabling the device engines to download additional required components at a later time.

In a further aspect of the system, a value added component may be provided where the management server can support client's advertising mechanisms, enabling the display of banner or similar advertising on a device engine system without the need for a web browser. Cycling of advertisements, statistic collection, and the like, are managed via management server protocols. Online purchase and subscription mechanisms are also supported using the management server protocol.

The management server further supports the accounting, sign-up registration, device edition, storage server selection, and similar functions for each user in the system. In one embodiment, the management server may retain password and encryption information for a given user account. In a second embodiment, such information is not retained. The second embodiment provides the advantage that users may feel more secure if the maintainer of the management server is not in possession of the password to access data in the user's account.

Further information with respect to the management server and the data flow from the management server to other components of the system of the present invention will become apparent with respect to the discussion of the process flow and data flow diagrams in FIGS. 15-17.

FIG. 17 shows a general depiction of the data flow and the functional specification of the management server utilized in accordance with the present invention.

As shown in FIG. 17, following a welcome request 1710, a user is allowed to sign out which enables an add user module 1712, and subsequently enables an add device module 1714. If sign-up is not requested, information may be provided via module 1718.

As indicated in FIG. 17, the add user module 1712 adds user records to the user in device database 1750. Additionally, the add device module 1714 adds users and devices to the user device database 1750. A device list 1720, and a device engine download and update database 1722, provide selection data for the add device module 1714. The account authentication module 1724 receives input both directly from a user log-in from the welcome screen at 1710 and from the add device module 1714.

Once an account is authenticated and confirmed, the administrator of the system of the present invention having a private data store at 1770 may choose to provide a web desktop 1754 which allows access to a user's records such as file 1756, e-mail 1758, calendar 1760, contacts 1762, notes 1764, and tasks 1766. The information will be culled from a provider database 1752 which will be synched in accordance with the system of the present invention as previously described. In essence, the provider database 1752 accesses data from the device engines 1780, which include, as discussed above, the storage server, each individual device engine 1785, and a settings database 1787.

Other portions of the management server include the locking modules for beginning a sync 1732, continuing a sync 1734, and ending a sync 1736, and for updating user information including modifying a user 1742, adding devices 1744, removing devices 1746, and modifying devices 1748.

Storage Server

Shown in FIG. 14 is the storage server 1415. While storage server 1415 may include a generic storage model accessible through any number of standard Internet protocols, in accordance with the present invention, a flexible storage architecture is provided that permits various standard implementations of the system of the present invention. This allows deployment of network services without installation of new server applications and can be responsible for communicating change information between multiple device engines in a consistent fashion.

One or more storage servers 1415 may be used to communicate transaction amongst a collection of devices. Each user's personal information network is represented by a unique account within its own data package storage section. The storage server 1415 maintains persistent store collection of data packages which is, at a minimum, enough data packages to be capable of synchronizing the most out-of-date system in a user's given information network or add information to new devices which are provided in the network. Additional data packages can be maintained to permit rollback of previous versions of information. The storage server can automatically dispose of older data package storage and can support aging of an inactive accounts.

Each storage server 1415 may be implemented using a variety of implementations including a standard FTP server for any operating system platform. The storage server can be implemented using HTTP protocols for increased efficiency and firewall avoidance. The storage server may be implemented using techniques for local storage such as database access or single file storage of a user's entire file system tree. The storage server 1415 may utilize the stored foreign protocol model for moving copies of data packages to other storage servers in the system. In one embodiment, the storage server can allow tunneling of information using an alternative protocol to other storage servers in cases where firewall prevents originating protocol. For example, a storage server can relay an FTP traffic inside an HTTP protocol. Storage servers may include their own locking semantics to arbitrate multiple device engine access to the same server without the need for a separate management server. Each device engine can access only a specific user's data package storage area even though the storage server 1415 may maintain a larger number of data packages across a large number of users. This allows for increased scaling when the storage server is implemented using file system techniques.

In one aspect, the storage server is implemented using standard FTP or HTTP connections for each operation. HTTP is composed of request response pairs. All requests are supposed to be posting commands. Parameters can be set in the form known as “application/X-WWW-form-URLENCODED”. The encoding is specified as in RFC1866. Functions for the storage server include testing if the storage server can reach other users which will retrieve a simple text string, a “get” command which transfers the contents of a file as in a binary stream of byes; a put command as a binary stream of data to the storage server, a directory listing command, a remove command, a rename command, an exist command, and the like.

Pull Synchronization

FIG. 15 represents a “pull” synchronization process in accordance with the present invention. Both the pull synchronization illustrated in FIG. 15 and the push synchronization illustrated in FIG. 16 are done from the perspective of the device engine.

A pull synchronization as illustrated in FIG. 15 is always performed prior to a push synchronization. This allows the device engine to know whether synchronization of its own data is necessary.

Each device has its own triggering mechanism for initiating synchronization. Some devices, such as Windows clients and Palm® pilots are triggered manually when the user presses a “sync” button. Other devices, such as a cellular telephone, may be triggered automatically after another device completes a sync. Regular, time-based triggers are supported as well. A web-based application portal will sync when a user logs into the website security authorization mechanism, and may optionally sync on a log-out of the user or on the session time-out, but only if the user has changed data during the session.

For each sync, the triggering event specifies which application types are to sync for the device. This enables a triggering event to trigger only a sync for a particular application type. The management server can specify that no sync is needed for a particular type of application to minimize traffic to the storage server. Syncs may be triggered via an HTTP request to the server. This request holds information about which device to sync and the user log-in information is bounced to the management server for authorization and validation. Syncs may be triggered by sending an HTTP request to the server and passing the authentication information in the data portion of the request to the management server. Each device may include a servlet that is responsible for retrieving the request and ensuring its proper format before passing the synchronization request on to the server.

The device name and device class uniquely identify a particular device type that is being synchronized, and is contained in the management server. Each user has one or more device entries in the management server authorization records and each device name is unique for this user's space. For example, if a user has five devices with his or her own personal identification number, there will be five authorization records. There may be two Windows devices, two different Palm® devices and a web service portal, each having their own personal identification number.

As shown in FIG. 15, the pull synchronization process starts at an idle state 1405 when the triggering event, described above, triggers a synchronization request. The synchronization request is confirmed at 1410 and if the request is verified, a connection is made to the storage server at step 1415. Once a connection is established, the connection to the management server is made at step 1420 to authenticate the user identification via the management server. If authentication is successful, the management server may initiate a management server lock on the storage server so that no conflicting device engines may couple to the same data at the same time. A failure at any of the steps 1410-1425 will return the system to its idle state 1405. Once the engine server lock is acquired, the storage server will be checked to determine whether a new version of the data exists on the storage server at step 1430. If no new version exists, the synchronization process ends.

If a new version of the data exists, the device engine will retrieve the difference information at step 1435 “to get Δ.”

Once a Δ is retrieved, conflicts are resolved at step 1450. The resolve conflicts step allows a user to resolve conflicts to multiple types of data which have been changed on both the server portion of the device and in the local data.

Once the conflicts have been resolved at step 1450, the Δ's are applied at step 1455. The apply Δ step 1455 allows for filters and mappings to be accounted for on the local device engine side of the system. As shown at steps 1460, 1465, 1470, and 1475, the Δ may include updates at the item level 1460, application level 1465, device level 1470, or network level 1475. In each of the aforementioned steps, a loop back to the Δ retrieval step 1435 is provided. When no further Δ's are available, the management server lock is released at step 1440.

The foregoing description of a pull synchronization is further described in the following pseudo-code:

*SymbolicSyncEngine::Sync Download Remote File System For each Symbolic app in the file system's list of symbolic apps CFDESymbolicSyncEngine::SyncSymbolicApp Create a structured delta object -- CStructuredDelta delta( . . . ) Compare local and remote versions of deltas SODs), if not the same then while localVersion != remoteVersion download remote version // apply delta (change log) delta.ApplyChangeLog // See details below increment local version end while else nothing to do end if if any local items (change logs) are unsent then delta->ApplyUnsentItems (Reads the changes [JCL where applied?] end if // Generate a new change log for the device: delta->delta.GenerateChangeLog( . . . strChangeLogFile . . . ) // See details below FTP it back up to Storage Server Update the local version number end // SymbolicSyncEngine::SyncSymbolicApp end // CFDESymbolicSyncEngine::Sync CStructuredDelta::ApplyChangeLog Set up  m_pAppObj; // IFAO pointer Set up  m_pAOS; // IAOS pointer Other set up (statistics, time to complete, etc.) Read the change log and . . . ApplyChangeListToAOS (f1Changes) for each itme in list ApplyItemToAOS // (Does m_pAOS . . . AddRecord/UpdateRecord/DeleteRecord) end for end // ApplyChangeListToAOS If not doing a full sync, also add changes from this file to apply these to m_F1Changes end //CStructuredDelta::ApplyChangeLog CStructuredDelta::GenerateChangeLog Set up  m_pAppObj; // IFAO pointer Set up  m_pAOS; // IAOS pointer Other set up (statistics, time to complete, etc.) // Set up m_deviceChanges by call to: CStructuredDelta::CreateDeviceChangeList Create a CF1Item* pItem // Iterate FAO modifications: for (m_AppObj->GetFirstModified(pItem), m_pAppObj->GetNextModified(pItem)) cast pItem to --> CF1ItemUniversal* pUniItem // Do certain things based on whether the operation is an add, delete, or update. // Then in each case, call: CstructuredDelta:GetMatchingItemFromAOS // First get by F1ID m_pAOS->GetRecordByF1ID // See if we have an AppID, if so: m_pAOS->GetRecordByAppID // If we can build search key on it iterate m_pAOS->GetFirstMatchingRecord / m_pAOS ->GetNextMatchingRecord end // CStructuredDelta::GetMatchingItemFromAOS end for end // CStructuredDelta::CreateDeviceChangeList if m_deviceChanges is not empty // reconcile (compare) change lists while writing to AOS CStructuredDelta::ReconcileChangeLists For each item in m_deviceChanges . . . If we can find it in m_F1Changes Reconcile the device item and the f1 item end if ApplyItemToAOS // (Does m_pAOS . . . AddRecord/UpdateRecord/DeleteRecord) end for end // CStructuredDelta::ReconcileChangeLists // Create a new change log (F1 delta package) ApplyChangeListToF1 (m_deviceChanges) m_deviceChange.Store // Fires off its own whole world, see F1ItemList.cpp end // m_deviceChange.Store end // ApplyChangeListToF1 (m_deviceChanges) report stats end if // Switch (SyncMode) If SyncMode == full ApplyAOSToDevice iterate m_pAOS->GetFirstRecord . . . m_pAOS->GetNextRecord Add or update the corresponding FAO record. (Note. Never delete based on what's in AOS, apparently). end // ApplyAOSToDevied else ApplyChangeListToDevice(m_flChanges); End // CStructuredDelta::GenerateChangeLog

Push Synchronization

FIG. 16 shows a push synchronization in accordance with the system and method of the present invention. Beginning at idle state 1505, a synchronization event occurs and if confirmed at step 1510, Δ's are checked at step 1515. Depending on which type of changes occurred, a network Δ 1520, device Δ 1525, location Δ 1530, or item Δ 1535 will be created.

Once the Δ's for a given application have been created, the method of the present invention continues at step 1540, which enables a connection to a storage server. Upon connection to the storage server, a further connection to management server 1545 will occur to authenticate the user in the system. Failure at any of the aforementioned points will result in returning to idle state 1505. Upon authentication, a management server lock is enabled to ensure that multiple device engines do not connect to the same data at the same time.

Once a lock is acquired at step 1555, Δ's are uploaded to the system. As shown, this may include uploading an item Δ 1575, an application Δ 1570, uploading a device Δ 1565, or a network Δ 1560. Once Δ's have been uploaded to the server, management lock server 1580 is released, and the connection to the storage server is terminated at step 1585.

It should be recognized that such a push synchronization need not occur directly to a server, but may occur directly to a second device engine in accordance with the depiction of the multiple embodiments of the invention in FIGS. 1-7.

Data Package Specification

Once information is provided into the universal data format, the device engine organizes the format into a data package. Each data package thus includes a description of changes to any and all information for particular application, and a collection of data packages describes changes across all device engines including all different types of data. With encoding and compression, data packages can become very compact to minimize bandwidth and storage requirements across the system of the present invention.

In one particular aspect of the present invention, encoding of the data packages may be provided in a streaming format to allow processing by the device engines with minimal storage and memory configuration at the device engine level.

The device engine can read the stream and determine which records from which applications it needs to update the particular information present on the system on which it resides.

Data packages can be provided in a binary data format. This allows data packages to encode changes to non-application data at a bite level. Hence, if a single bit on a system changes, the system of the present invention allows synchronization of that bit on another system. Changes are described as a sequence of bite-level change operations. One such encoding is using a sequence of insert and copy operations. Insert and copy operations generally define a particular “insertion” of a number of bites from a source file, then how many bites of a changed source file must be inserted to a particular file, then how many bites to insert from a particular new file, with a differencing engine taking the bites in the stream and inserting them into the new file to create the new version of the file.

As will be readily understood by one of average skill in the art, this allows a user to, for example, change a binary file such as a word processing document or other type of attachment, and synchronize such an attachment at the binary level. Specifically, if one forwards an e-mail of a word document to a second individual, the second individual modifies it and wishes to return this document with modifications to the first individual, because the first individual has the original file on his system, if both systems are enabled in the system of the present invention, the second system need only send the changes or the difference information back to the first system in order for the first system to reconstruct the document on the second system using this change data to create the document as intended by the second user.

Multiple caching of both the generation and application of data packages can be utilized to deal with communication issues in accordance with the system of the present invention. It should be further recognized that data packages can be merged into larger meta-data packages. Such meta-data information, such as the organization of multiple device packages, may be encoded into a larger system package. Each system package is essentially an encoded sequence of data packages.

FIG. 12 shows the general format of the data package and universal data format an object stream hierarchy used in accordance with the present invention. With reference to FIGS. 11 and 12, one will note that each item in a particular application data structure will have a particular classification, such as a file, folder, contact, e-mail, calendar, etc. as shown in FIG. 13. The universal data structure contains a mapped item field for each type of data possible from each application supported by the system. Hence a “master” list of every data field mapping possible will contain a large number of items. Each application object requires a subset of such fields. One exception is an application object used for a Web portal application which provides access to all information available on all devices, including other Web portals.

Particular examples of item fields 1260 which may be included for any given item 1250 are shown in FIG. 13. These exemplary item objects may, for example, be from an allocation such as Microsoft Outlook. Outlook allows for note items 1310, e-mail items 1320, task items 1330, calendar items 1340, bookmark items 1350, file items 1360, channel items 1370, folder items 1380, and contact items 1390, all of which have fields such as those represented in FIG. 13.

The data format also contains folder information 1240 which allows the classification of items and consequently their associated item fields into particular categories.

Application objects 1230 include information on the types of applications from which information in the stream is included. Device objects 1220 include information on the origin type of device which the information is originating from. Network objects 1210 include information on a user level to define that the information in the data stream is coming from a particular user.

As detailed above, each application object supports a folder store interface that permits management of collections of information on a folder level, and permits management of folder hierarchies of information. The application object also includes an item interface that permits management of individual information entries such as records or files or components of information entries such as fields within records. Each application object further supports an interface for detection of a vendor application.

A DataPack essentially contains a sequence of transactions describing changes to information. This information can span two basic types: structured or application data, and unstructured or binary file data.

Transactions are encoded using an efficient streaming format with tags to represent the actual content objects. This technique permits the continuous extension of the DataPack format as new content is supported.

The general architecture of the package provides for transactions, application data, file data, files, objects and identifiers to be carried in the data package. Generally, transactions, application data, file data, and files have previously been described.

The first portion of the data package will be the data package identifier. Each transaction has a basic architecture of objects and operations. Each piece of content is referred to as an object and is uniquely represented with a Universally Unique Identifier (UUID). Objects typically are represented by a dynamically generated UUID, but more common objects are represented by static UUIDs. The following static UUIDs are defined:

UUID_GenericDefaultFolder UUID_DefaultContactFolder UUID_DefaultInboxFolder UUID_DefaultOutboxFolder UUID_DefaultDraftsFolder UUID_DefaultTrashFolder UUID_DefaultSentFolder UUID_DefaultCalendarFolder UUID_DefaultTaskFolder UUID_DefaultNoteFolder UUID_DefaultJournalFolder UUID_DefaultFavoriteFolder UUID_DefaultCookieFolder UUID_DefaultHistoryFolder UUID_DefaultChannelFolder UUID_DefaultFileFolder UUID_DefauitCallFolder

Each UUID has a unique 128 bit value which may be assigned by the system provider.

Transactions are broken down into manageable blocks in the form of individual files. These files are then optionally compressed and encrypted and prefixed with appropriate headers. Transactions are grouped into specific files based on the following rules:

Transactions related to account information are grouped into a DataPack file.

Transactions related to a specific data class are grouped into a DataPack file.

Transactions referring to binary data are grouped into separate DataPack files for each file object.

A DataPack file is identified using specific rules based on the file name. The file name is of the form “UUID.VER” where UUID is the identifier for the specific object and VER is the transaction version number. The version number is of the form “D0001” with additional digits used for large version numbers. The “D000” value may be reserved for the base version for the object.

The UUID for the user account is generated by the Management Server (MS). The MS also maintains a current table of UUID values and version numbers that provides the root structure for understanding the DataPack files within a user account. The MS also provides necessary locking semantics needed to maintain consistency when multiple device engines attempt to synchronize.

All DataPacks are prefixed with a standardized header that provides basic content information regarding the DataPack. Compression and encryption headers follow the DataPack header if needed.

The data package header information will include version signature, applied versioning information, content type, Δ engine type, compression type, encryption type, applied size, encrypted size, compressed size, raw data size, and other data useful for the device engine in decrypting the data stream to provide the data into a format usable for the application.

The header may optimally have the format:

Type Bytes Version 4 Signature 4 AppliedVersion 8 ContentType 4 DeltaType 4 CompressionType 4 EncryptionType 4 AppliedSize 4 EncryptedSize 4 CompressedSize 4 RawSize 4 Reserved TBD

The following ContentType values are permissible:

Field Comment DP_CONTENT_RAW Raw DP_CONTENT_COMPRESSED Compressed DP_CONTENT_ENCRYPTED Encrypted

The DeltaType encodes the type of binary file differencing used. The following DeltaType values are permissible using DataPackageDeltaType:

Field Comment PackageDeltaTypeUninitialized Uninitialized PackageDeltaTypeRawData Raw binary data PackageoeltaTypeDeltaXDelta Xdelta binary difference PackageDeltaTypeDeltaBDiff Bdiff binary difference

The compression type specifies whether the DataPack has been compressed. A DataPack compression header follows the DataPack header if a compression type is specified. The following CompressionType values are permissible using DataPackageCompressionType:

Field Comment PackageCompressionTypeUninitialized Uninitialized PackageCompressionTypeNone None PackageCompressionTypePK PKZip format PackageCompressionTypeLZS LZS format

The encryption type specifies whether the DataPack has been encrypted. A DataPack encryption header follows the DataPack header if an encryption type is specified. The following EncryptionType values are permissible using DataPackageEncryptionType:

Field Comment PackageEncryptionTypeUninitialized Uninitialized PackageEncryptionTypeNone None PackageEncryptionTypeXORTest XOR masked data PackageEncryptionTypeBlowFish Blowfish PackageEncryptionTypeTwoFish Twofish

All DataPack compression headers are encoded using the following format:

Field Size (bytes) Comment Size  4 Size of data including this header Version  4 Version (1) Signature  4 Signature (4271) HeaderType  4 Header type (HeaderTypeCompression) Reserved 12 Reserved DecompressedSize  4 Decompressed size Reserved 50 Reserved Reserved 12 Reserved

The following HeaderType values are permissible using DataPackageHeaderType:

Field Comment HeaderTypeUninitialized Uninitialized HeaderTypeEncryption Encryption header HeaderTypeCompression Compression header HeaderTypeRaw Raw header

All DataPack encryption headers are encoded using the following format:

Field Size (bytes) Comment Size  4 Size of data including this header Version  4 Version (6) Signature  4 Signature (4270) HeaderType  4 Header type (HeaderTypeEncryption) Reserved 12 Reserved DecryptedSize  4 Decrypted size InitValue 16 TBD KeyLength  4 TBD ClearTextKeyBits  4 TBD Salt  4 TBD PadBytes  4 TBD HMAC 20 TBD Reserved 12 Reserved

The data package transaction format may take a number of forms. One example is the following:

DataPack transaction format - header - info - objects and operations Diagram   transaction ::= fileData | Header + InfoList + TransactionList   fileData::= raw binary file data | binary difference data   Header ::= ID + DataPackID + DataPackVersion   ID ::= FUSE DatapackID ::= CLOG InfoList ::= FieldList TransactionList ::= Operation + [ItemInfo + ]FieldList]] Operation ::= see table below ItemInfo ::= ItemType + ItemFlags + EntryID + ParentEntryID ItemType ::= same as enumItemType ItemFlags ::= same as enumF1ItemFlags EntryID ::= UUID ParentEntryID ::= UUID UUID ::= 128-bit UUID as defined by standard FieldList ::= {FieldTag + FieldData) + ListEnd FieldTag ::= same as enumFieldTag FieldData ::= FieldDataType + [FieldDataLen + [FieldDataData]] FieldDataType ::= see below FieldDataLen ::= length as required by FieldDataType FieldDataData ::= data as required by FieldDataType ListEnd ::= DWORD(0)

The following Operation values are permissible using the Operation class:

Field Comment clNop None clAdd Add clDelete Delete clChange Change clMove Move clRename Rename clForceChange Force change without conflict

The following FieldDataType values are permissible using cIDataType:

Field Comment clInvalidType TBD clString Unicode String bytes with a 32-bit length prefix clString8 Unicode String bytes with an 8-bit length prefix clString16 Unicode String bytes with a 16-bit length prefix clEmpty String TBD clBlob 32-bit length followed by a byte stream clBlob8 8-bit length followed by a byte stream clBlob16 16-bit length followed by a byte stream clEmptyBlob TBD clByte 8-bit value clShort 16-bit value clDword 32-bit value clQword 64-bit value clDate DATE type (double) clDourble 8 byte real clFloat 4 byte real clUuid 16 byte uuid clZero Zero value clOne One value clUnspecified Unspecified value clDefault Default value clCollection Collection with 32-bit length clCollection8 Collection with 8-bit length clCollection 16 Collection with 16-bit length clEmptyCollection Collection with no length

Data package objects are organized into a hierarchy as follows:

Account::= DeviceList + DataClassList DeviceList::= {Device} DataClassList::= {Dataclass} + ProviderList ProviderList::= {Provider} + DataStoreList DataStoreList::= {Folder} + ItemList ItemList::= {Item} + FieldList FieldList::= {Field}

An account is the root structure, which identifies information about the user's account. It may have exemplary field tags (eFieldTag_[NAME]) such as Name, Password, UserName and Version. The FieldTag ItemType value is specified as ItemType_PIN using enumItemType.

A device is a system identified as part of an account. Examples include PCs, handhelds, Web sites, and so on. It may have tags (eFieldTag_[Name]) such as: “name” and “type” and item type values (eDevice_[Name]) such as Portal, Palm, Windows, CellPhone.

A data class is a grouping of similar information types. Many data classes may be represented for a particular account. The data class may contain field tags (eFieldTag_[Name]) such as: Name; ItemType; SubType; IsManaged; Provider; Filter and Version.

The following ItemType values are permissible using enumDataClass (eDataClass_[Name]):

Tag Description UNKNOWN Unknown CONTACT Contact/address book EMAIL Electronic mail CALENDAR Calendar TASK Task/to do NOTE Note/memo JOURNAL Journal BROWSER Web browser favorites, cookies, etc. FILESET Collection of files PIN Account information DEVICE Device information FILEBODY Contents of file

A Provider is the application that maintains specific information within a data class. There can be more than one provider for a particular data class. Field tags include: Name, AppObjID, Password, Username and Version. Examples of provider tags permissible for the provider (eProvider[Name]) include: Portal, Palm®, MicrosoftOutlook®, Lotus Organizer, Microsoft Internet Explorer, Microsoft Windows, and so on.

Data stores are the containers for storing information within a provider. There can be more than one data store for a particular provider. Folders represent structural organization of information within a data store. Data stores are not required to supportfolders. Tags (eFieldTag_[Name]) supported for each data store include: Name, ItemType, IsManaged and OriginalPath. Item types permissible for the data store include: unknown; Folder; MAPI; Database and Store_File.

Folders represent structural organization of information within a data store. Data stores are not required to support folders. A folder is represented by a UUID and may contain any of the following field tags (eFieldTag_[Name]): Name; ItemType; IsManaged; FileAttributes; CreationDate; ModificationDate; AccessDate; SpecialFolderType.

The eFieldTag_ItemType value is specified as eItemType_FOLDER using enumItemType.

Items are individual informational components consisting of the actual user data. They may contain field tags such as: Name, ItemType, IsManaged, and Version.

File items typically have the following additional field tags (eFieldTag_[Name]):

FileAttributes CreationDate ModificationDate AccessDate FileSize FileBody DeltaSize Hash

Item types may take the format (eItemType_[Name]) and may include: extended; folder; attachment; contact; distlist; email; calendar; task; call; note; post; journal; form; script; rule; favorites; subscription; common_favorites; desktop; common_desktop; startmenu; common_startmenu; channels; cookies; programs; common_programs; startup; common_startup; sendto; recent; internet_cache; history; mapped_drives; printers; docs; doctemplates; fonts; window_settings; app_data_folder; app_settings; fileset; pin; device; data_store; file; provider; and data_class; internal.

A field is based on one of a set of base type definitions. All field tag information is encoded using the following format:

Field Size (bits) Comment FieldTag 16 Unique tag number FieldType  6 Field base type FieldSubType 10 Field sub-type

A number of Field types are possible, including: unknown; long; dword; date; string; binary; float; double; collection; uniqueid; qword; uuid; file; invalid. LONG is a four byte value encoded in big-endian format. FieldType DWORD is a four byte value encoded in big-endian format. FieldType String is a sequence of Unicode characters followed by a single NULL byte. Interfaces are provided with an MBCS value. FieldType Binary is a sequence of bytes. FieldType UniqueID is a sequence of bytes as defined by the Universally Unique Identifier (UUID) standard. AO interfaces are provided with a Locally Unique Identifier (LUID) value FieldType QWORD is an eight byte value encoded in big-endian format. FieldType File is a UUID that references a separate DataPack containing the file body data. AO interfaces are provided with a sequence of Unicode characters followed by a single NULL byte that describes the full path name for the file.

Any number of filed sub types are possible. Each of the sub-types includes all of the possible data types from all of the supported user applications. As should be well understood, the possibilities in the number of sub-types is quite large, and dynamic as each new application supported by the system of the present invention is added. Examples of sub-types include:

SubField Description Description Base No sub-type specified EmailAddress Email address EmailAddressList Email address list SearchKey Search key CategoryList Category StringList String list DistributionList Distribution list Gender Gender (enumGender) TimeZone Time zone (enumTimeZone) Boolean Boolean (TBD) NonZeroBool Boolean with non-zero value (enumNonZeroBool) Priority Priority Sensitivity Sensitivity (enumSensitivity) Importance Importance (enumImportance) SelectedMailingAddr Selected mailing address (enumSelectedMailingAddr) TaskStatus Task status (enumTaskStatus) FlagStatus Flag status (enumFlagStatus) RecurrenceType Recurrence type (enumRecurrenceType) DayOfWeek Day of week (enumDayOfWeek) DayOfMonth Day of month (1 through 31) InstanceOfMonth Instance of month (enumInstanceOfMonth) MonthOfYear Month of year (enumMonthOfYear) BusyStatus Busy status (enumBusyStatus) AttachmentType Attachment type (enumAttachmentType) MailBodyType Mail body type (enumMailBodyType) RGB RGB color value ManagedState Managed state (enumManagedState) FaoId FAO ID for provider SpecialFolderType Special folder type (enumSpecialFolderType) ResponseState Response state (TBD) ResponseStatus Response status (TBD) JournalStatus Journal status PageStyle Page style PageNumberMethod Page number method DelegationState Delegation state MeetingStatus Meeting status MeetingInvitation Meeting invitation CalendarType Calendar type DateOnly Date only TimeOnly Time only PhoneNumber Phone number URL URL FilePath File path PopMessageID POP message ID MIMEType MIME type INVALID All values must be below this

The aforementioned invention provides a user-centric model of communication to deliver personal information via network services. This model accommodates devices that are disconnected from the network, such as the Internet, at various times. Personal information can continue to exist locally rather than imposing a server-centric model on existing information.

In accordance with the foregoing, a store and forward information broadcast is utilized. Changes to existing information are replicated to an Internet storage server and changes are then retrieved by other devices on the network at device-specific times. In this manner, direct client communication is accomplished without requiring one-to-one communication. While one communication is supported by the system of the present invention, it need not be required.

Although the present invention has been presented in the form of an Internet store and forward broadcast for the purposes of synchronizing personal information amongst various types of devices, it will be readily recognized that synchronization need not be accomplished as the only application for the aforementioned system. In particular, the system can be utilized to efficiently broadcast changes to information in so-called “push” type information applications where only portions of the data need to be changed on a client application. For example, in a system where information such as changes in a stock price need to be broadcast to a plurality of users, a client application implementing the aforementioned technology can be updated by only changing specific portions of the data in the client application relative to that particular stock price. This can be done using a smaller bandwidth than has previously been determined with other devices.

The many objects and advantages of the present invention will be readily apparent to one of average skill in the art. All such objects and advantages are intended to be within the scope of the invention as defined by the written description and drawings presented herein. 

What is claimed is:
 1. A system in a processing device having at least one application, the application including application data having an application readable record format in an application data store, comprising: a system data store associated with the processing device, the system data store holding a representation of a previous state of application data in the application data store in a system format not readable by the application; a difference engine comparing at least one change in a record in said application data store to said system data store and generating an output file, wherein the output file comprises at least one application data add or modify instruction and a delta of the record changed in the application data store relative to the system data store, and wherein the add or modify instruction provides an operation associated with said delta of the record data; and an application interface, interpreting the application readable record format for the difference engine.
 2. The system of claim 1 wherein the processing device further includes a binary file, said system data store includes a representation of a previous state of said binary file, said difference engine further compares a change to said binary file to said system data store, and said output file includes at least a second application data change instruction and a delta of binary change information.
 3. The system of claim 1 wherein said application interface applies a second output file received from a second device to said application data and extracts application data for the differencing engine.
 4. The system of claim 3 wherein said system data store is in a universal data format.
 5. The system of claim 3 wherein said application interface includes an input receiving the second output file in a universal format and an output to said application data format.
 6. The system of claim 3 wherein the device is coupled to a network and difference engine includes a network interface.
 7. The system of claim 6 wherein the difference engine receives said second via said network interface.
 8. The system of claim 1 further including a plurality of application interfaces for a plurality of application data formats.
 9. The system of claim 1 further including a encryption routine.
 10. The system of claim 9 wherein the encryption routine encrypts the output file for transmission via a network prior to transmission.
 11. The system of claim 1 further including a compression routine.
 12. The system of claim 11 wherein the compression routine compresses the output file for transmission via a network prior to transmission.
 13. The system of claim 1 wherein the application interface includes an extraction interface having an application data record format input and a universal data format output, and the differencing engine includes a universal data input and a output file output.
 14. The system of claim 13 wherein the device is coupled to a network, difference engine includes a network interface and wherein the difference engine outputs output file via said network interface.
 15. The system of claim 1 further including a versioning module coupled to the difference engine.
 16. The system of claim 15 wherein the versioning module determines a version of said delta of the record.
 17. The system of claim 1 further including an event trigger.
 18. The system of claim 17 wherein the event trigger enables receipt of said output file by the application.
 19. An application on a first processing device, the first processing device having device application programs including program data in a program readable record format, the application for applying changes to the device program data received in the form of a first change file from at least a second processing device, and providing changes to at least the second processing device via a second change file, comprising: an application data store reflecting the state of a previous state of the program data prior to a change to the program data; a difference information generation routine comparing a change in a record in said program data to said application data store and creating said second change file based on the change to the program application data and the data store, wherein the change file includes at least one program application data add or modify instruction and a delta of the record changed in the program application data store relative to the data store, and wherein the add or modify instruction provides an operation associated with said delta of the record data; and a difference reconstruction routine applying first chance file received from the second processing device to the program application data.
 20. The application of claim 19 wherein said difference reconstruction routine receives second change file in a universal data format from the second processing device and outputting changes to said program data in the program readable record format.
 21. The application of claim 20 further including a plurality of application interfaces for a plurality of program data formats.
 22. The application of claim 19 further including: a construction routine having an extraction interface including an program data format input and a universal data format output, and wherein said difference information generation routine reads said universal data output to generate change transactions indicating changes to the program data.
 23. The application of claim 22 wherein the processing device is coupled to a network, the device includes a network interface and wherein the generation routine outputs said second change log via said network interface.
 24. The application of claim 20 wherein the device is coupled to a network and includes a network interface.
 25. The application of claim 24 wherein the reconstruction routine receives said first change file via said network interface.
 26. A method for updating application data files having an application accessible record format in a first system, comprising: (A) providing a process data store associated with the first system and including information representing data in the data files at a previous time state in a format not accessible by the application; (B) generating a first change log file based upon a change to the application data files by comparing the change in the application data to the process data store, the change log file comprising at least one application data add or modify instruction and a delta of the record changed in the application data file on the first system relative to a process data store on the system, and wherein the add or modify instruction provides an operation associated with said delta of the record data; (C) receiving a second chance log file for a subset of said application data files on the first system from a second system; and (D) applying said second change log to said application data files.
 27. The method of claim 26 wherein said step (B) comprises generating said change log in a universal data format.
 28. The method of claim 27 wherein said step (C) comprises: converting said delta in said universal data format to the application record format; and updating said record data with changes to said data.
 29. An application in a processing system having a program data source in a program accessible record format, comprising: an application data store associated with the system including a representation of data in the program data source; a program data source interface, extracting data from said program data source; and a difference engine receiving said extracted data and outputting a difference instruction file associated with changes to said program data source based on a change to the program data relative to the application data source, said instruction file including at least one program data add or modify instruction and a delta of the record changed in the program data store relative to the application data store, and wherein the add or modify instruction provides an operation associated with said delta of the record data.
 30. The application of claim 29 wherein the program data source interface includes a source format interface; and a converter to map said data from said source format into a universal format.
 31. The application of claim 30 wherein said program data source interface extracts data from said data source.
 32. The application of claim 31 wherein said program data source interface converts source data to a universal data format.
 33. The application of claim 29 wherein the processing system further includes a binary file, said application data store including a representation of a previous state of said binary file; and said difference engine further compares a change to said binary file to said application data store, and said instruction file includes at least a second application data change instruction and a delta of binary change data wherein said change instruction provides an operation for said binary change delta.
 34. The application of claim 33 further including a plurality of program data source format interfaces for a plurality of source formats.
 35. The application of claim 29 wherein said data source interface includes an input receiving source format data and an output providing universal format data.
 36. The application of claim 29 further including an encryption routine.
 37. The application of claim 36 wherein the encryption routine encrypts the difference instruction file following output from the difference engine.
 38. The application of claim 29 further including a compression routine.
 39. The application of claim 38 wherein the compression routine compresses the difference instruction file following output from the difference engine.
 40. The application of claim 29 wherein the interface further includes a source format output and a universal data format input, and the differencing engine includes a universal data output and a source format input.
 41. The application of claim 40 wherein the device is coupled to a network, the difference engine includes a network interface and wherein the difference engine receives at least a second difference instruction file from a second system via said network interface.
 42. The application of claim 29 wherein the device is coupled to a network and difference engine includes a network interface.
 43. The application of claim 42 wherein the difference engine outputs said difference instruction file via said network interface.
 44. The application of claim 29 further including a versioning module coupled to the difference engine.
 45. The application of claim 44 wherein the versioning module associates a version of said difference information with said instruction file.
 46. The application of claim 29 further including an event trigger.
 47. The application of claim 46 wherein the event trigger enables generation and receipt of said instruction files by the application.
 48. An application in a device for distributing changes made to device program data having a program readable record format, the application distributing said changes in a system specific record format not readable by the device program, comprising: an application data store associated with the device reflecting the state of the device program data prior to a change to said device data; a device data extraction routine interpreting the program readable format for the application; and a change transaction generation routine comparing at least one change in a record in said program data to the application data store to generate a change log, the change log including at least one application data add or modify instruction and a delta of a record changed in the program data relative to the application data store, and wherein the add or modify instruction provides an operation associated with said delta of the record data.
 49. The application of claim 48 wherein the device further includes a binary file, said application data store including a representation of a previous state of said binary file, said change transaction generation routine compares a change to said binary file to said application data store, and said change log includes at least a second application data change instruction and a delta of binary change data associated said change instruction provides an operation for said binary change delta.
 50. The application of claim 48 wherein said device data extraction routine includes an device data interface reading changes to said device program data in the system specific format and outputting change information in a universal data format.
 51. The application of claim 50 further including a plurality of program data interfaces for a plurality of system specific formats.
 52. The application of claim 48 further including: a construction routine having an extraction interface including an system specific format input and a universal data format output, and wherein said change transaction generation routine reads said universal data output to generate said change log.
 53. The application of claim 52 wherein the device is coupled to a network, the change transaction generation routine includes a network interface and wherein the change transaction generation routine outputs the change log via said network interface.
 54. The application of claim 48 further including: code for applying change transactions to the device data from a second device in the system specific format, comprising: a difference reconstruction routine applying the change log to the device data.
 55. A method for updating an application program data source having an application readable record format in a system, comprising: extracting application record format source data from at least a subset of data in said application program data source; comparing the application data source data to a comparison data store, the comparison data store including a representation of the application data source data at a previous state prior to a change to the application program data source and being associated with the system, the comparison data store having a format not accessible by the application program; and outputting a change information file for at least the subset of said source data, the change information file including at least one application data add or modify instruction and a delta of the record chanted in the application data source relative to the comparison data store, and wherein the add or modify instruction provides an operation associated with said delta of the record data.
 56. The method of claim 55 wherein said system further includes a binary file, said comparison data store includes a representation of a previous state of said binary file; and the method further includes the step of: comparing a change in said binary file to said system data store, and generating a difference information file including at least a second application data change instruction and a portion of binary change data wherein said change instruction provides an operation for said binary change data.
 57. The method of claim 55 wherein said generating step comprises generating changes to said data in a universal data format.
 58. The method of claim 57 further including the steps of: receiving a second change log for said application data source; converting said change information into updated application program data; and updating said application program data source with changes to said updated source data.
 59. An application in a device containing a plurality of data files, each of the data files being provided in a program data record format accessible by programs on the device, comprising: an application data store associated with the system and reflecting a prior state of the data files in an application readable format not accessible by said programs; an extraction routine for extracting a first set of difference information resulting from changes to the data files when compared with the application data store, the difference information including at least one application data add or modify instruction and a delta of the record changed in the application data store relative to the application data store, and wherein the add or modify instruction provides an operation associated with said delta of the record data; a differencing transmitter for transmitting said first set of difference information to an output; a differencing receiver for receiving a second set of difference information from a second device from an input, the second difference information including at least one application data add or modify instruction and a delta of the record changed in a set of data files on said second device relative to an application data store on said second device, and wherein the add or modify instruction provides an operation associated with the delta of the record data on said second device; and a reconstruction routine for applying the second set of difference information to the data files.
 60. The application of claim 59 wherein said first device further includes a binary file, said application data store including a representation of a previous state of said binary file; and said difference engine further compares a change in said binary file to said system data store, and said difference information file includes at least a second application data change instruction and a portion of binary change data wherein said change instruction provides an operation for said binary change data.
 61. The application of claim 59 further including a decryption routine.
 62. The application of claim 59 further including a compression routine.
 63. The application of claim 59 wherein the system is coupled to a network, and the first set and second set of difference information is output to and received from the network.
 64. The application of claim 59 further including a versioning module coupled to the difference engine.
 65. A method for updating data files in a first system, the first system including application data files in an application accessible record format, comprising receiving a first change log file comprising at least one application data add or modify instruction and a delta of a record changed in application data files on the second system relative to a comparison data store on the second system having a previous state of the data in application data files on the second system in a format not accessible by an application on the second system, the first change log file including deltas for a subset of said application data files from the second system; applying said change log to said subset of said data files; subsequent to a change in said application data files on said first system, generating second change log for said files, the second change log comprising at least one application data add or modify instruction and a delta of a record changed in the application data files relative to a comparison data store on the first system having a previous state of the data in application data files on the first system in a format not accessible by an application on the first system; and outputting said second change log to an output.
 66. The method of claim 65 wherein said receiving step comprises parsing a data stream to extract change logs identified for the subset of said data files.
 67. The method of claim 65 wherein said comparison data store includes said data in a universal data format.
 68. The method of claim 65 wherein said step of generating includes assigning a universal identification to each change transaction.
 69. The method of claim 68 further including the step of identifying each change transaction with a version. 